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Volatility Returns With Vengeance | On The Tape x MRKT Call

RiskReversal Pod

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Analyzing Discretionary ETFs: The Skew of XLY

This chapter explores the performance of discretionary ETFs, focusing on the reliance of the XLY ETF on large companies like Amazon and Tesla. The discussion contrasts XLY with the more stable XLP ETF and includes humorous analogies relating to the software sector's role in technology.

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