The Macro Trading Floor

The Next Big Trade?

4 snips
Apr 5, 2024
Exploration of market volatility and reflation trade trends, including commodities rallying. Discussion on potential next big trade amidst weakening US Dollar. Insights on contrarian trading and yield curve steepeners, with humorous cultural misunderstanding anecdote.
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Episode notes
1
Introduction
00:00 • 3min
2
Market Dynamics and Global Reflation Trade
02:57 • 25min
3
Analyzing Contrarian Trading and Steepeners in the Yield Curve
28:19 • 4min
4
Trade Reflections and Inflation Perceptions
32:04 • 2min
5
Cultural Misunderstanding in Ordering Espresso
34:01 • 2min