Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba)
The Market Huddle
00:00
Is That Your Major Signal for a Sustained Stock Market Move That Isn't?
We are not seeing large, big call positions in a way that we've seen them over the last three or four years. Those call positions bring a suppression of volatility and their stabilizing force in the market. We're not getting those. And i think when the fed is finally like, look a, we think we're done here now, right? Things feel good. Or we get two inflation readings in row that people like, whatever it is were goin to see those call positions coming to the market. I think those two are going to happen at the same time. A, i do think the big makro funds are probably not watching this right? But this is probably 30
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