Understanding Kelly Optimization and Decision-Making in Gambling and Poker

Alf and Brent discuss the interesting market reaction to the weak US CPI report, and they dig deep into the '''Trump trade'': how would you trade a Trump victory and why? They also talk about the US Dollar and bond markets.

Want to chat with Alf on Bloomberg? Ping him (Alfonso Peccatiello)

You can find Brent's work on Spectra Markets or ping him on BBG (Brent Donnelly)

Transcript of the episode: https://www.spectramarkets.com/the-macro-trading-floor-transcript-12-july-2024/

Elm Toin Coss experiment: https://elmwealth.com/coin-flip/