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11min chapter
Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities
Forward Guidance
Stock-Bond Correlation and Bond Market Observations
This chapter explores the impact of stock-bond correlation on different types of investors and delves into observations in the bond market, including an inverted yield curve and unusual movements in options and skew. It also discusses the volatility during the COVID pandemic, the fragility of the risk-free market, and the implications of the Federal Reserve's interest rate hikes.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode