Unusual Whales cover image

Unusual Whales Pod #3 - CPI, Inflation, the Fed, and the larger Macro World

Unusual Whales

00:00

Last Thoughts From the Valside

A lot of this move here is structural. Has very little to do with time moving forward, the event passing and ball coming down. Calls have been overwritt in this market, and it is pressing ball dramatically. So do not expect some masso turn around here. I ould expect some more val compression till next wed Wednesday.

Play episode from 01:22:33
Transcript

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