DiscoverThe Macro Trading FloorBuy The Bubble or Watch It Burst?
Buy The Bubble or Watch It Burst?

Buy The Bubble or Watch It Burst?

Update: 2025-10-101
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Alf and Brent discuss the massive AI-driven rally which is beginning to have strong implications for broader markets and the economy. Brent presents the consensus view from several hedge fund PMs he met in Singapore - are they riding the bubble or afraid it's going to burst soon? And what about bonds, gold, and the USD?

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Buy The Bubble or Watch It Burst?

Buy The Bubble or Watch It Burst?

Alfonso Peccatiello & Brent Donnelly