Danny Kirsch

Danny Kirsch, Head of Options Strategy at Piper Sandler, shares his insights on year-end trading and market trends. He highlights a standout SPX butterfly trade targeting a 7,000 milestone and discusses how upcoming tax refunds could uplift retail stocks. Kirsch also analyzes sentiment shifts regarding the Fed's potential rate cuts and the implications for financials and industrials. Additionally, he examines holiday delta decay's role in end-of-year rallies, while evaluating the dynamics around AI stocks and tariff impacts on the market.

Danny Kirsch, Head of Piper Sandler's Options Trading Desk, shares his expertise on recent market volatility. He dives into the recent spikes in VIX and how they affect options trading strategies. Discussion includes the impact of regional bank earnings and the idiosyncratic risks they pose. Danny explains the differences in volatility trends between now and the late 1990s, as well as the seasonal factors that might influence market behavior in November. He also speculates on the effects of falling oil prices on inflation expectations and the potential for AI investments to drive market rallies.

Danny Kirsch, Head of Options Strategy & Trading at Piper Sandler, shares his expertise on navigating the recent stock market corrections. He discusses how high retail sentiment affects trading strategies and the nuanced role of options in current volatility. The conversation highlights opportunities in U.S. equities, contrasting market dynamics in the U.S. with those in Europe and China. Kirsch also emphasizes strategic positioning and effective hedging techniques, providing listeners with valuable insights into managing market risks and seizing potential investments.