Forward Guidance cover image

Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities

Forward Guidance

CHAPTER

Bitcoin as a Hedge, VIX and Bond Market Moves, and Market Predictions

This chapter explores Bitcoin's role as a macro asset that can safeguard against government devaluation. It mentions the Vanek Bitcoin Trust ticker total and discusses the VIX as a measure of implied volatility for the S&P 500, along with extreme moves in bonds. The chapter concludes with a discussion on market predictions and the potential impact on the stock market if the anticipated Fed cuts do not materialize.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner