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Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the Fed

The Acquirers Podcast

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Capital Deployment and Volatility

The speakers delve into the volatility in the market and its effects on capital deployment, covering topics such as the suppression and underpricing of volatility. They explore the increase in capital deployed by vol targeting rates and discuss the causes of volatility, including zero-day-to-expiry options and covered call strategies. Additionally, they touch upon the influence of the Fed and share insights on the current state of the stock and housing markets.

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