# Buy The Bubble or Watch It Burst?

Page: https://stenobird.com/podcast/the-macro-trading-floor-5344938/buy-the-bubble-or-watch-it-burst
Text version: https://stenobird.com/podcast/the-macro-trading-floor-5344938/buy-the-bubble-or-watch-it-burst.md
Podcast: [The Macro Trading Floor](https://stenobird.com/podcast/the-macro-trading-floor-5344938)
Published: 2025-10-10T13:00:00+00:00
Episode link: https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8829066919.mp3
Audio file: https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8829066919.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-macro-trading-floor-5344938/episodes/buy-the-bubble-or-watch-it-burst
Duration seconds: 2103

## Resource

Alf and Brent discuss the massive AI-driven rally which is beginning to have strong implications for broader markets and the economy. Brent presents the consensus view from several hedge fund PMs he met in Singapore - are they riding the bubble or afraid it's going to burst soon? And what about bonds, gold, and the USD?

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## Transcript

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