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02:03 - Reflecting on the current bank crashes
06:03 - The difficult situation for Powell
09:38 - The geopolitical perspective
12:38 - Surprises in the OpEx
18:03 - Weekly update
20:24 - The volatility winter
27:05 - Vol strategies in the equity space
30:38 - How volatility funds are finding it hard to make money at the moment?
36:11 - Are vol strategies on a downfall?
44:15 - A loss of confidence in Central Banks
48:09 - What are the signs?
50:55 - The U.S election...and how it will affect economic policies
54:11 - The U.S debt ceiling
58:36 - Gamma vs Vega
01:03:01 - Thanks for listening