Carry & Options In A Trump World

Update: 2025-07-25

Description

Alf and Brent discuss the recent clashes between the Trump administration and the Fed, the more friendly deal-making stance on tariff deals, and how to use options when trying to capture convex moves and incorporate carry into your thinking.

Comments

In Channel

We Have A Deal: Now What?

2025-10-3131:10

Momentum Shock: What Next For Markets?

2025-10-2329:10

Gold & Cockroaches

2025-10-1731:40

Buy The Bubble or Watch It Burst?

2025-10-1035:03

Cracks In The US Labor Market - What Next?

2025-09-0633:22

The Truth Behind Fiscal Dominance

2025-08-2929:12

Run It Hot Hot Hot

2025-08-2335:01

Is The Fed Ready To Capitulate Dovish?

2025-08-0833:46

The Tariff Mismatch Theory

2025-08-0132:04

Carry & Options In A Trump World

2025-07-2537:05

Macro Crossroads: What's Next For Markets?

2025-07-1836:18

Time For The Fed To Turn Dovish?

2025-06-1332:59

Another $5 Trillion of US Deficits in 10 Years: Now What?

2025-05-1622:42

Recession Risks & Reflexivity

2025-05-0236:18

Trillions of US Dollars To Sell?!

2025-04-2532:05

The Bond Vigilantes Are Here

2025-04-1136:48

You Ready For Liberation Day?

2025-03-2836:31

Wake Up: The German Fiscal Stimulus Is Huge

2025-03-0736:44

Growth Scare: Yes or No?

2025-02-2837:42

The Next Big Macro Trade

2025-02-2135:42

00:00

Carry & Options In A Trump World

Alfonso Peccatiello & Brent Donnelly

#box-pro-ellipsis-17619985467175{-webkit-line-clamp:2;}Carry & Options In A Trump World

Carry & Options In A Trump World

Alfonso Peccatiello & Brent Donnelly

Carry & Options In A Trump World