# Gold & Cockroaches

Page: https://stenobird.com/podcast/the-macro-trading-floor-5344938/gold-cockroaches
Text version: https://stenobird.com/podcast/the-macro-trading-floor-5344938/gold-cockroaches.md
Podcast: [The Macro Trading Floor](https://stenobird.com/podcast/the-macro-trading-floor-5344938)
Published: 2025-10-17T13:00:00+00:00
Episode link: https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9707006623.mp3
Audio file: https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV9707006623.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-macro-trading-floor-5344938/episodes/gold-cockroaches
Duration seconds: 1900

## Resource

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?

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## Transcript

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