Episode
The Orange Variable
- Podcast
- The Macro Trading Floor
- Published
- Jul 10, 2026
- Duration seconds
- 2115
- Processing state
not_requested
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Summary
Brent and Alf discuss the n-th injection of the Orange Variable in markets: Trump decided to escalate again with Iran, and even suggested the ceasefire might be over altogether. The duo discusses how to approach these injections of uncertainty, and what are the best trading and risk management frameworks to deploy here.