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''Run It Hot'': The Comeback?

November 14, 2025 · 28 min

Show notes

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 [email protected]

Brent Donnelly on Bloomberg chat, or [email protected]

All episodes of The Macro Trading Floor

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