
Cem Karsan - The Market Voting Machine (S4E1)
Flirting with Models
Speculative Call Option Buying - What Happens When the Unstoppable Force Meets the Immovable Objet of the Index Pinning?
The new narrative is about orchestrated gamma squeezes through this unstoppable force. And that's what's happening now, right? I mean, implied correlation is at some of the highest levels it's been in a long time. We're also seeing incredible rotation. People talk about the duration trade and interest rates as a fundamental view. There's a lot more going on under the hood.
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