About this episode

Alf and Brent discuss the Bessent buyback plan and its impact on markets, focusing on gold, the long-end, and the USD as potential release valves, along with two macro idiosyncratic ideas.

Alf and Brent are back to discuss the Bessent buyback plan and its impact on markets. The duo focuses on gold, the long-end and the USD as potential release valves. The discussion then moves to two macro idiosyncratic ideas.

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