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The Macro Trading Floor

Gold & Cockroaches

Freitag, 17. Oktober 2025 · 32 min

MP3

Shownotes

Have a great macro trade idea for Alf and Brent to discuss on the show? Send your trade idea here: TMTF Trade Of The Week (tinyurl.com/TMTF-Trade-Of-The-Week)

In this episode, Alf and Brent discuss the massive rally in precious metals: what's behind it? Is it a broad debasement theme or just a big momentum trade? And is Dimon right when he talks about more cockroaches in credit markets?

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