Bitcoin Calls Are Cheap, Equity Puts Are Rich | Dean Curnutt on TACO, Variance Drag, Leveraged ETFs, and Cross Asset Vol
Monetary Matters with Jack Farley
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Navigating Debt and Volatility in the Bond Market
This chapter examines the current bond market, focusing on the rising debt levels and the bipartisan indifference in Washington towards borrowing concerns. It explores the complex relationship between bond yields and stock market behavior, especially how rising yields can trigger stock declines. Additionally, the chapter discusses alternative investments like Bitcoin and gold, analyzing their performance and volatility as potential buffers against traditional market risks.
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