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Episode TimeStamps:
00:00 - Intro
01:52 - What happened this week?
07:22 - Q1, Dave: What’s up with the inverted yield curve?
11:24 - Q2, Eron Musk: Cem’s opinion on hedge fund redemption dynamics?
14:21 - Q3, John: Cem’s forecast for the next 4 weeks (Dec. opex)?
16:25 - Q4, JZone: Crude put vs recession? Is the 20d sma and standard deviation all that matter for TF? Probability of right tail risk that China plays ball? National interests vs. economic prosperity
18:12 - Q5, The Slaughter79: Forecast for Opex-deltahedging-gamma-vanna-charm stuff?
18:39 - Q6, Spek: What’s the SP500 potential bottom?
22:47 - The U.S election and positive CPI numbers
30:11 - Asset classes in secular inflation
38:15 - Change in volatility = change in trading strategy?
46:51 - The impact of low skew
57:30 - When are we coming back to normal?
01:02:05 - Liquidity and volatility in relation to bonds
01:08:35 - Thanks for listening
