Alf and Brent discuss the recent sharp moves in US election polls and betting markets: Trump's odds are moving up, and so are the odds of a Red Sweep. Is the market fully incorporating these odds? Also, the duo discusses the possibility of persistent financial repression regardless of who prevails in US elections. Finally, they engage in a discussion about the importance of correlations for macro portfolios.

Want to be in touch with Alf? Ping Alfonso Peccatiello on Bloomberg or enroll in the two-weeks free trial of his institutional research: https://forms.gle/5GfSwfzovsFpCA5q7

Want to be in touch with Brent? Ping Brent Donnelly on Bloomberg or visit spectramarkets.com

Transcript: https://www.spectramarkets.com/tmtf-transcript-18oct24/

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Avoid Drawdowns to Enhance Terminal Wealth