Alpha Exchange

Man and Markets On Wire

Jul 30, 2024
The discussion draws intriguing parallels between Philippe Petit's 1974 tightrope walk and today’s precarious markets. It highlights the recent downturn of the MAG 7 stocks and the resulting shifts in market correlations. The analysis of the VIX curve reveals striking patterns of contango and backwardation, adding layers to investor strategies. Political volatility, particularly surrounding Biden's candidacy, showcases the intricate dance between politics and market movements, emphasizing the need for adaptive strategies in uncertain times.
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