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The Week Ahead w/ Liz, Guy & Dan + All Things Vol w/ Kris Sidial

RiskReversal Pod

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What Are Your Thoughts on Exogenous Events?

The VIX is either side of 20, which I can understand yet. We try not to take macro themes because we're definitely not macro traders. To us, the biggest hazard that we see outside of microstructural hazards like some of the ones that we just spoke about,. The knock on effect that private markets will have on public markets. For over a decade now, a lot of private investors have made money on paper - Marked to market up 5% every month.

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