The AI 5 versus the S&P 495
The Macro Trading Floor
The Eurozone and the US Dollar
Long the US dollar seems like at least the consensus trade in this room. So let's see whether it plays out as well as we hope for here. Alf, if I'll listen, I want to go check out more about your research company. Where do you really stuff? If you heard me blubber for 35 minutes and you are still interested in what I have to say, then you go on the macro compass.com.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
