About this episode

Alf and Brent discuss the resurgence of the 'run it hot' trade and how to approach markets going forward.

Alf and Brent discuss the resurgence of the ''run it hot'' trade: Trump floating around new fiscal stimulus and government reopening odds seem to have revived the trade. How to best approach markets going forward? Want to reach out to Alf or Brent? Alfonso Peccatiello on Bloomberg chat, or alf@themacrocompass.com Brent Donnelly on Bloomberg chat, or bdonnelly@spectramarkets.com

People in this episode

Hosts: Alfonso Peccatiello, Brent Donnelly

Topics covered

• fiscal stimulus
• market strategy
• government reopening
• trading
• economic recovery

Keywords

• run it hot
• Trump
• fiscal stimulus
• market approach
• government reopening

Mentioned in this episode

Organizations: Bloomberg, themacrocompass.com, spectramarkets.com

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