Gold & Cockroaches

Gold & Cockroaches

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The Credit Market Boogeyman

Alf and Brent discuss how developments in credit markets are rattling investors from France to the state of the AI credit cycle. The duo covers the implications for equities, currencies and fixed income. 

AI Bubble Popping Or A Boring Pullback?

Alf and Brent are back on the show to discuss the recent price action in AI stocks which is also heavily impacting the bond market. Is the AI bubble popping? Are credit fears to be taken seriously, such that the asset allocation has to change? Or is this just a boring pullback li ...  Show more

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