The Macro Trading Floor
The Macro Trading Floor
Alfonso Peccatiello & Brent Donnelly
Trading Trump 2.0
33 minutes Posted Dec 6, 2024 at 2:00 pm.
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Show notes
Alf and Brent resume the show by assessing how to approach Trump 2.0 from a macro trading perspective in 2025. They also discuss the ''Death of Europe'': is it happening, or is it an overcrowded narrative?
Trial for Alf's Institutional Research: https://forms.gle/25heFudTB4ouuJ1H6
Brent's Daily Newsletter: https://www.spectramarkets.com/
Transcript: https://www.spectramarkets.com/tmtf-transcript-06dec24/