MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more
Macro Voices
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What's the Deal?
You didn't have exposure on so you didn't need to grab into kind of new downside protection into new crash. Your net exposures were, you know, single digit historicals on five or 10 year basis. And you had all time high cash. That's why skew, right? That relative kind of measure of demand for a put versus a call was like zero percentile for large parts of last year.
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