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Episode TimeStamps:
01:06 - What has been on our radar recently?
05:13 - Industry performance update
08:01 - Q1, Rick: Is positioning in tech under or overweighted?
11:23 - How 0DTE impact markets
18:08 - Is the VIX broken?
24:03 - 2024 - The year of elections
30:19 - Republicans or democrats - does it even matter to the markets?
32:09 - The return of the Kennedy's
39:15 - What is going on with flows?
47:55 - The rise of meme stocks
52:41 - How the U.S. debt will impact the dollar
59:59 - A wild ride for Japan
01:05:54 - Thanks for listening