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Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities

Forward Guidance

CHAPTER

Introduction

Exploring the historical relationship between risky and risk-free assets and analyzing the shift in correlations, specifically in 2022, when both the stock market and the bond market experienced a decline together. Expressing concern about the increased risk in the financial system due to this change.

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