Episode

''Run It Hot'': The Comeback?

Podcast
The Macro Trading Floor
Published
Nov 14, 2025
Duration seconds
1709
Processing state
not_requested
Canonical source
https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV1155549362.mp3
Audio
https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV1155549362.mp3
JSON
/v1/public/podcasts/the-macro-trading-floor-5344938/episodes/run-it-hot-the-comeback
Markdown
/podcast/the-macro-trading-floor-5344938/run-it-hot-the-comeback.md

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Summary

Alf and Brent discuss the resurgence of the ''run it hot'' trade: Trump floating around new fiscal stimulus and government reopening odds seem to have revived the trade. How to best approach markets going forward? Want to reach out to Alf or Brent? Alfonso Peccatiello on Bloomberg chat, or [email protected] Brent Donnelly on Bloomberg chat, or [email protected]