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Global EQD ’23 Breakdown with Jeff Malec (part 2)

Mutiny Investing Podcast

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What's Up With the Moss?

Vishnu: Last year, there was a lot of talk about dispersion doing great. This year zero talking dispersion. He says people misconstrued the question and thought I said gamma is working this year. And they're saying, no, it's not working so far this year. The past few months hasn't seen gamma working at all. But he sees a big risk in that dispersion trade as well.

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