AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
17min chapter
Explaining The Dispersion Trade (guest: Mandy Xu)
The Market Huddle
Divergence between Rates Volatility and Equity Volatility
This chapter explores the reasons behind the divergence between rates volatility and equity volatility, highlighting how rates volatility is driven by uncertainty around policy rates and macroeconomic outlook, while equity volatility is driven by recession risk and deleveraging events. The chapter also discusses the implications of this divergence for the current economic cycle.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode