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In this episode, Alf and Brent discuss how markets are becoming quickly complacent with realized and implied volatility collapsing across asset classes.

The only surprises are still coming from bond markets, while something interesting is brewing in China which could have a meaningful impact for macro going forward.

Plus, they discuss the odds of a Trump win and its implications.

Useful link: https://polymarket.com/event/presidential-election-winner-2024

https://www.semafor.com/article/05/21/2024/imprisoned-ex-trump-aide-peter-navarro-predicts-ouster-of-fed-chair-jay-powell