OVER DEZE 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.
Frequentie bijwerken:
monthly
Gemiddelde audiolengte:
64 minutes
Heeft sponsors
Engels
Verenigde Staten
38 afleveringen
sinds 17 oktober 2023
episodic
IN DEZE PODCAST 🔗
MEEST RECENTE AFLEVERING 🔗
Brent Kochuba of SpotGamma explains why options positioning can turn a market selloff into a series of sharp declines and sudden rebounds. In November’s OPEX Effect, he joins Jack Forehand to examine the forces behind the swings in stocks and what could change as earnings announcements and options …
OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van The OPEX Effect .
VORIGE AFLEVERINGEN 🔗
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…
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,…
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Excess Returns, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
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