7. Chris Cole: Long Volatility Strategies, George Lucas and Dennis Rodman
Mutiny Investing Podcast
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The Relationship Between Short Vol and Rock Climbing
We have the highest corporate credit to corporate debt to GDP in history. Volume levels on the S&P 500 are at where they were in the late 1990s. So you have the combination of potential liquidity and credit stress. And it should be no shock that every single time we begin to see credit stress in markets, the Fed suddenly jumps in to go dovish to tame that fire. But there's only so much they can do at zero bound. One of those fires is going to break through.
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