The Credit Crunch is Here

The Credit Crunch is Here

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The Rebasement Trade

Alf and Brent discuss the major market shifts since the Warsh press conference. Is this a big macro shift or just a mini-trend that will ultimately slow down or even reverse? 

The Inflation Ghost, Gold and Options

To reach out to Alf: alf@palinurocapital.com (or Alfonso Peccatiello on BBG) To reach out to Brent: bdonnelly@spectramarkets.com (or Brent Donnelly on BBG) In this episode, Alf and Brent discuss the best risk/reward ways to position for the macro environment ahead of us. They the ...  Show more

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