ACERCA DE ESTE PODCAST 🔗
The OPEX Effect is a joint podcast from Excess Returns and SpotGamma where we take a deep dive into the world of options and the flows they generate in markets. Join Brent Kochuba and Jack Forehand every month on Options Expiration week as they look at the major developments in the options world and how they impact all of our portfolios.
Frecuencia de actualización:
monthly
Duración media del audio:
64 minutes
Tiene patrocinadores
Inglés
Estados Unidos
37 episodios
desde 17 de octubre de 2023
episodic
EN ESTE PÓDCAST 🔗
ÚLTIMO EPISODIO 🔗
Brent Kochuba of SpotGamma examines what could disrupt the stock market’s calm as rising rates and fading AI enthusiasm meet October options expiration. Put selling still supports equities, but a shift toward downside protection could change that picture.
On this episode of The OPEX Effect, Brent K…
BUSCAR EPISODIOS ANTERIORES
Buscar episodios anteriores de The OPEX Effect .
EPISODIOS ANTERIORES 🔗
SpotGamma founder Brent Kochuba joins Jack Forehand to break down September options expiration, the S&P 500's negative gamma risk, and what options positioning reveals about potential stock market volatility. They explore how rising oil prices, higher Treasury yields, and shifting AI sentiment …
In this episode of The OPEX Effect, Jack Forehand and SpotGamma founder Brent Kochuba break down how options expiration, 0DTE trading, dealer gamma and leveraged flows are shaping the stock market. They examine the shift from AI-driven speculation toward interest rates, the July tech volatility res…
Brent Kochuba of SpotGamma is back for The OPEX Effect to explain why July options expiration could remove a major source of market support and open the door to a volatility spike or stock market correction. We examine positive gamma, ultra-low S&P 500 implied volatility, near-record-low correl…
In this episode of The OPEX Effect, Brent Kochuba and Jack Forehand break down the market structure impact of the SpaceX IPO, options expiration, dealer gamma, volatility, and the next major setup for the S&P 500 and Nasdaq. They discuss why SpaceX may trade more on flows than fundamentals, how…
Brent Kochuba of SpotGamma joins Jack Forehand for the May 2026 OPEX Effect to break down what options positioning is saying after a massive AI and semiconductor-led market rally. They discuss SPX call volume, zero DTE options, dealer gamma, VIX expiration, NVIDIA earnings, oil risk, AI CapEx, and …
This episode of The Opex Effect breaks down why markets have remained surprisingly resilient despite geopolitical chaos, an oil shock, and extreme headline risk. Brent Kochuba joins Jack Forehand to analyze what’s really driving the market beneath the surface—from options flows and gamma positionin…
This episode breaks down the growing tension beneath the surface of today’s markets, where volatility signals, options positioning, and macro risks like war and inflation are increasingly misaligned. Brent Kochuba and Jack Forehand explain why markets appear calm despite heavy hedging, and what tha…
In this episode of The Opex Effect, Jack and Brent break down the growing impact of options markets on stocks, volatility, and sector rotation. While the major indexes appear calm, massive moves beneath the surface tell a very different story. From software stocks and AI disruption to gold, silver,…
In this episode, Jack Forehand is joined by Brent Kochuba from SpotGamma to break down how options market flows are increasingly shaping equity market behavior. The conversation focuses on January options expiration, the explosive growth of zero DTE options, and why short term volatility dynamics m…
Descargo de responsabilidad: El podcast y el arte incluidos en esta página son de Excess Returns, que es propiedad de su propietario y no está afiliado ni respaldado por Listen Notes, Inc.
MOTOR DE BÚSQUEDA DE PODCAST
Puede utilizar nuestro sitio web para buscar podcasts de3,835,572y episodios de197,442,946por personas, lugares o temas.
Invertir en conocimiento ofrece el mejor rendimiento, por eso escucho podcasts.
‐ Benjamin "Llamacorn" Franklin
BUSCAR EPISODIOS ANTERIORES
Buscar episodios anteriores de The OPEX Effect .
RECLAMAR ESTE PODCAST
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post anuncios clasificados for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
entrevista con podcaster...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
nuestra cuenta oficial de X (antes Twitter) will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
EDITAR
Gracias por ayudar a mantener actualizada la base de datos de podcasts.
