''Run It Hot'': The Comeback?

Alf and Brent discuss the resurgence of the ''run it hot'' trade: Trump floating around new fiscal stimulus and government reopening odds seem to have revived the trade. How to best approach markets going forward? Want to reach out to Alf or Brent? Alfonso Peccatiello on Bloomberg chat, or [e-mail] Brent Donnelly on Bloomberg chat, or [e-mail]