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The Macro Trading Floor — On Bessent, Gold & Idiosyncratic Trades
Not scored yet35m·2026-08-28·Money

On Bessent, Gold & Idiosyncratic Trades

The Macro Trading Floor

Alf and Brent are back to discuss the Bessent buyback plan and its impact on markets. The duo focuses on gold, the long-end and the USD as potential release valves. The discussion then moves to two macro idiosyncratic ideas.

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