IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book "The Many Flavors of Trend Following" here.
Learn more about the Trend Barometer here.
Send your questions to email@example.com
Follow Niels on Twitter, LinkedIn and YouTube.
Follow Cem on Twitter and LinkedIn.
And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.
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