The OPEX Effect with Jack, Justin and Brent Kochuba
Excess Returns
00:00
Analyzing the Impact of Rising Rates on Rate-Sensitive Assets
In this chapter, the speakers discuss the current interest rate environment and its consequences on rate-sensitive assets such as XLU, TLT, KRE, and ARK. They analyze the performance of these assets and the sentiment in the market, highlighting the increased interest in TLT and the distribution of calls and puts in the options market.
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