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Podcasts/Less Noise, More Signal/How to Know What Is Really Moving Markets
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Less Noise, More Signal

How to Know What Is Really Moving Markets

July 3, 2026·14m
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Show Notes

FULL EPISODE
https://youtu.be/cfoKk584t7M
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CLIP
Alfie explains how he identifies the marginal driver of markets in real time. He watches cross-asset correlations, lead-lag relationships, and how markets react to key economic data. His core insight: markets often price the extreme immediately, and that is where the edge can appear.
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