Top Traders Unplugged cover image

SI225: 2023...Another Great Year for Trend Following? (TTU Group Part 2)

Top Traders Unplugged

00:00

Liquidity Drives Risk Premium

The S&P 500 particularly is a major source of liquidity in hedging. People are not as hedged for a downside move when if and when it comes. In the short term i think liquidity is the word of the next year, particularly at the center that hasn't broken yet which i think at the center it is breaking. I think we're going to enter a period because of these other long-term trends where after this next move happens will be a big opportunity to harvest risk premium.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app