Gold & Cockroaches
Update: 2025-10-17
Description
Have a great macro trade idea for Alf and Brent to discuss on the show? Send your trade idea here: TMTF Trade Of The Week
In this episode, Alf and Brent discuss the massive rally in precious metals: what's behind it? Is it a broad debasement theme or just a big momentum trade? And is Dimon right when he talks about more cockroaches in credit markets?
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