Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
The Vol Shock Heard 'Round the World
April 8, 2025, 8:41 p.m.
Campbel Harvey, Professor of Finance, Fuqua School of Business, Duke University
March 31, 2025, 8:40 p.m.
GeoVolitics and Gold
March 24, 2025, 8:41 p.m.
Owen Lamont, Senior Vice President, Acadian Asset Management
March 11, 2025, 8:40 p.m.
Roxton McNeal, QIS Lead Portfolio Manager, Simplify Asset Management
March 4, 2025, 8:41 p.m.
GeoVolitics, Implied Correlation and Option Pricing
Is There a Plumbing Problem in Equity Correlation?
Feb. 10, 2025, 8:41 p.m.
Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence
Jan. 31, 2025, 8:41 p.m.
Anniversary Episode: Reflections on the Podcast
Jan. 24, 2025, 8:41 p.m.
Digital Gold and Actual Gold
Jan. 11, 2025, 8:41 p.m.
IBIT…the Hottest Option on the Planet
Dec. 19, 2024, 8:41 p.m.
Ali Samadi, Managing Director, Equity Derivatives, Nomura Securities
Dec. 17, 2024, 8:41 p.m.
Michael Green, CFA, Portfolio Manager, Chief Strategist, Simplify Asset Management
Dec. 10, 2024, 8:41 p.m.
Victor Haghani, Founder and CIO, Elm Partners
Dec. 7, 2024, 8:41 p.m.
Bitcoin, Price / Vol Spirals and MSTR
20 Things to Do Before You Ask for a Price (Part 4)
Dec. 2, 2024, 8:41 p.m.
Rocky Fishman, Founder and CEO, Asym 500 LLC
Nov. 27, 2024, 8:41 p.m.
20 Things to Do Before You Ask for a Price (Part 3)
Nov. 26, 2024, 8:41 p.m.
Dominique Toublan, Head of US Credit Strategy, Barclays
Nov. 23, 2024, 8:41 p.m.
20 Things to Do Before You Ask for a Price (Part 2)
Nov. 19, 2024, 8:41 p.m.
20 Things to Do Before You Ask for a Price (Part 1)
Nov. 16, 2024, 8:41 p.m.
Post Election Reflection (on Vol)
Nov. 13, 2024, 8:41 p.m.
Shailesh Gupta, Head of Structural Alpha, Simplify Asset Management
Nov. 6, 2024, 8:41 p.m.
Meb Faber, Founder and CEO, Cambria Investment Management
Nov. 1, 2024, 8:41 p.m.
The DOTS (Discounting of Trump Success)
Oct. 26, 2024, 8:41 p.m.