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Episode TimeStamps:01:45 – The impact of rising rates and inflation on the global economy
10:29 – Inflation expectations and the Trump trade
18:38 – What kind of inflation are we dealing with now?
27:10 – What caused a change in MacroAlf's view on inflation
34:16 – It's all about getting the distribution right
46:26 – Alf's perspective on the U.S. Election
51:20 – What will a win for Trump mean for the global economy?
55:38 – Could the U.S. lose their AAA rating?
01:02:31 – A “Golden” idea

The post Trump Trade and the 3 Legged Stool ft. MacroAlf & Cem Karsan appeared first on Top Traders Unplugged.