Episode

Gold & Cockroaches

Podcast
The Macro Trading Floor
Published
Oct 17, 2025
Duration seconds
1900
Processing state
not_requested
Canonical source
https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9707006623.mp3
Audio
https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9707006623.mp3
JSON
/v1/public/podcasts/the-macro-trading-floor-5344938/episodes/gold-cockroaches
Markdown
/podcast/the-macro-trading-floor-5344938/gold-cockroaches.md

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Summary

Have a great macro trade idea for Alf and Brent to discuss on the show? Send your trade idea here: TMTF Trade Of The Week In this episode, Alf and Brent discuss the massive rally in precious metals: what's behind it? Is it a broad debasement theme or just a big momentum trade? And is Dimon right when he talks about more cockroaches in credit markets?