אודות פרק זה
In this episode, Darius Dale and Brent Kochuba of SpotGamma discuss the increasing role of options-driven leverage in market structure, the rise of zero-day options (0DTE), and their impact on short-term volatility. Brent highlights how short-term flows and derivatives positioning are driving extreme price dislocations, often distorting market reactions to news events like CPI reports and earnings releases.
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פרקים אחרים בפודקאסט הזה
In this episode, 42 Macro's Darius Dale and Raoul Pal of Real Vision discuss the rapid acceleration of AI, the exponential age, and the implications of these transformative technologies on financial markets and society. Raoul outlines how AI’s intelligence is doubling yearly, pushing humanity towa…
In this episode, Darius Dale and David Levenson explore the mechanics behind market structure, focusing on balance sheet duration, mortgage volatility, and policy interference. Levenson outlines a two-body system—mortgage and equity volatility—that governs global finance through liquidity gaps and…
In this episode, 42 Macro's Darius Dale and Cem Karsan of Kai Volatility Advisors discuss market structure, interest rate dynamics, and innovative portfolio strategies for risk-adjusted returns. Cem introduces Kai Wealth, a non-correlated wealth advisory program that avoids traditional duration an…
In this episode of Pro to Pro Live, 42 Macro's Darius Dale and Hugh Hendry explore the hidden forces driving global markets. Hugh breaks down the Eurodollar system’s role in asset inflation, arguing that Japan—not the Fed—is the true source of global liquidity. He warns of a potential yen collapse…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-42 Macro, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.
