Buy The Bubble or Watch It Burst?

Listen to this episode from The Macro Trading Floor on Spotify. 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? Get in touch with Alf via Bloomberg (ping him at Alfonso Peccatiello) or via email at [email protected] Get in touch with Brent via Bloomberg (ping him at Brent Donnelly) or via email at [email protected]