This Is It

In this episode, Alf and Brent talk about the Fed's likely reaction function to incoming data and the Bessent/Japan accord on the JPY. The duo then discusses one of the trickiest questions for macro PMs: when to use options, and how to size them? 

Alf and Brent discuss the significant market reaction to Warsh's press conference: the Fed handed over the keys to the bond market, and now Bond Vigilantes are in charge until data comes in to set the direction straight for everyone. How to handle such a market environment? 

Today on The Breakdown, NLW wraps up the macro story that has dominated discourse for the last month.  Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribeto the news ...  Show more

Today's podcast is the final stop from the Mindset Matters conference tour in Australia- we ended on a high note in Brisbane. The crowd was electric and their questions didn't disappoint! I discuss web3 and NFTs, and share my thoughts on the future of both. I also dive ...

A reading of Alex Kruger's thread: https://twitter.com/krugermacro/status/1675989375765852160?s=46&t=5Nl1EhwpFOmRdaVNr7DApg Full report from Asgard Markets https://www.asgardmarkets.com/post/the-big-picture Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1 ...  Show more

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