
About this episode
Alf and Brent discuss the recent clashes between the Trump administration and the Fed, the more friendly deal-making stance on tariff deals, and how to use options when trying to capture convex moves and incorporate carry into your thinking.
Get every episode summarized
Each time The Macro Trading Floor publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Macro Trading Floor

On Bessent, Gold & Idiosyncratic Trades
The Macro Trading Floor
Aug 28, 202635:58pending

On Sizing Options, The Fed and The JPY
The Macro Trading Floor
Aug 9, 202637:18pending

Warsh Woke Up The Bond Vigilantes
The Macro Trading Floor
Jul 31, 202638:21pending

The Orange Variable
The Macro Trading Floor
Jul 10, 202635:15pending