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GM66: Trump Trade and the 3 Legged Stool ft. MacroAlf & Cem Karsan

Top Traders Unplugged

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Analyzing the 'Trump Trade' and Its Implications on Market Dynamics

The chapter discusses the 'Trump trade' concept, analyzing Trump's economic agenda and its potential impact on inflation and market dynamics, especially in the bond market. It explores various trade concepts, the significance of tariffs and immigration policies, the market's expectations regarding inflation, and the evolving dynamics in the economic landscape, with a focus on structural factors shaping today's economic environment.

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