AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
False Dawn: Why The Rally Is Over | Andy Constan & Joseph Wang
Forward Guidance
Val Targeting Funds
The hundred and forty five billion dollars that equity institutions sold, that was the low. They've been buying ever since. When you're experiencing very high volatility, particularly when it's on the down side, you are more likely to shrink your portfolio. So i believe everyone is a val targeter in some way. And so now the question is, what's their motto like? There are models that run a using short term implied volatilities that are supernoisy; there's constant daily adjustment to vault argiving.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode