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Pod 25. July FOMC, Rate hikes, and What is happening with markets at all time highs

Unusual Whales

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The Misconceptions of the VIX Spot Price

S&P vol is very well supplied and it's driving massive dispersion and rotation throughout the market. And there's a ton of short vol in the AI names and the tech names, the speculative names that really developed in the last year. That itself is part of what's driving these massive breath breakdowns and really odd things to the hood. I think monetary policy is definitely, definitely has varying transmission mechanisms across geographies. The US consumer is definitely the strongest consumer in the world.

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