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Unusual Whales Pod Ep 16: Macro Outlook for 2023, the Federal Reserve in 2023, and the January 6.5% CPI Print

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Volatility CPI and Inflation in 23 Minutes

volatility cpi and inflation kind of all tied together in 2023 so jim you recently said on antony crude del that there's a possibility of outperformance of large cap tech given crowding and areas not as well hedged. You've also discussed a rubber band effect jim with a realized volatility basis and amount of leverage given cheap options and potentially low skew. Could you care to explain further a bit here and your outlook on volatility in 23 yeah.

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