Alf and Brent look into various ''Trump trades'' now that the odds of a Trump election and Republican sweep have increased: is there still juice left? And where? Specifically, they also reflect on the use of options as macro traders.
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Stuff mentioned during the podcast:
GS piece on AI https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf?ref=wheresyoured.at
Ed Zitron pieces on AI
https://www.wheresyoured.at/pop-culture/
https://www.wheresyoured.at/put-up-or-shut-up/
White House statement on Biden (find the spelling error)
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