Episode

Is The Fed Ready To Capitulate Dovish?

Podcast
The Macro Trading Floor
Published
Aug 8, 2025
Duration seconds
2026
Processing state
not_requested
Canonical source
https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8357927166.mp3
Audio
https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8357927166.mp3
JSON
/v1/public/podcasts/the-macro-trading-floor-5344938/episodes/is-the-fed-ready-to-capitulate-dovish
Markdown
/podcast/the-macro-trading-floor-5344938/is-the-fed-ready-to-capitulate-dovish.md

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Summary

Alf and Brent discuss the weak labor market data and the likely Fed reaction function. The duo also reflects on how you might be right on the macro idea, but market pricing at inception of your trade matters sometimes more than whether you were directionally right or wrong.