Tariff Threats and April 2025 Vibes

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly).

In this episode, Alf and Brent reflect on the April-2025-like price action which coincided with the tariff threats. Now that the TACO is here, the real question is: will this episode encourage global pension funds to hedge their gigantic USD exposure?