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The Credit Market Boogeyman

Alf and Brent discuss how developments in credit markets are rattling investors from France to the state of the AI credit cycle. The duo covers the implications for equities, currencies and fixed income.


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AI Bubble Popping Or A Boring Pullback?

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?


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6% Yields Next & Will Stonks Handle It?

Alf and Brent discuss the relentless bond yield and USD move. Can we get to 6% yields in the US, or even higher? And will stonks be able to handle it?


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Macro Blowups Everywhere - What Now?

Alf and Brent are back to discuss the various macro blowups we are witnessing simultaneously: French spreads, front-end of the bond market, mortgage-backed securities, EM carry and so on. What's the best framework to apply for each of these?


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On Bessent, Gold & Idiosyncratic Trades
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