Top Traders Unplugged cover image

GM31: The Art of Volatility Investing ft. Dave Dredge

Top Traders Unplugged

CHAPTER

Equity Vault - Is There Anything Left to Buy?

If you want to pick a place that should have a recession it's probably Europe right the impact of 50% annual PPI increases on industrial dations is probably a good path to a recession so maybe bond yields should stay really really low but they are. If you have the willingness and appetite to go further further further out vol surfaces there are interesting opportunities both in rates and andFX space FX again generally is another thing that is interesting in all of those markets and and credit. The one thing that we're not seeing to be blunt is equity vault we still do not see people you know coming to us saying hey would you look at this? You know maybe a little infrequently but I think the

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner