''Run It Hot'': The Comeback?
Nov 14, 2025•28 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Alf and Brent discuss the resurgence of the ''run it hot'' trade: Trump floating around new fiscal stimulus and government reopening odds seem to have revived the trade. How to best approach markets going forward?
Want to reach out to Alf or Brent?
Alfonso Peccatiello on Bloomberg chat, or alf@themacrocompass.com
Brent Donnelly on Bloomberg chat, or bdonnelly@spectramarkets.com
For the best experience, listen in Metacast app for iOS or Android