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The Macro Trading Floor
Option Markets Are Eating The World
Jun 21, 2024
Guest Cem Karsan discusses option markets, the dispersion trade, and potential market havoc. They explore macro views, using options for risk/reward ideas, and the impact of populist elections on market performance.
37:49
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Quick takeaways
- The dispersion trade relies on S&P 500 correlation dynamics, vulnerable to unwinding with broad market effects.
- Options offer tailored risk-reward setups, enabling strategic alignment with macroeconomic shifts and asset class expectations.
Deep dives
Macro Overview and Credit Spreads in Europe
Credit spreads in Europe have started widening as a reaction to European elections, particularly the upcoming elections in France. With Macron expected to remain president, the reshuffling of the government and less friendly budgets could impact bond markets. This Euro-centric story is reflected in rising Euro-dollar volatility and widening credit spreads, crucial in the macro ecosystem.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode