Episode Description from the Publisher
Alf and Brent are back on the show to discuss the recent price action in AI stocks which is also heavily impacting the bond market. Is the AI bubble popping? Are credit fears to be taken seriously, such that the asset allocation has to change? Or is this just a boring pullback like the many others we saw along the way in the AI trade?
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Get Free Summaries →
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
Get summaries like this every morning.
Free AI-powered recaps of The Macro Trading Floor and your other favorite podcasts, delivered to your inbox.
Get Free Summaries →
Free forever for up to 3 podcasts. No credit card required.