Episode
Run It Hot Hot Hot
- Podcast
- The Macro Trading Floor
- Published
- Aug 23, 2025
- Duration seconds
- 2101
- Processing state
not_requested
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Summary
Alf and Brent discuss the surprising Jackson Hole speech in which Powell opened up to interest rate cuts already in September. Markets are reacting strongly, but the real question is what should we expect if Trump runs the economy hot alongside a dovish Fed in 2026?