RiskReversal Pod MKT Call 8/2/22: World Watches Taiwan & Bond Market Volatility Explodes
Aug 2, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
Is the Market Wistling Past the Graveyard?
01:58 • 3min
The Fed Will Not Be Doing It, but It's Coming Down
05:05 • 3min
Are We Alationary Environment?
07:46 • 2min
What's Up With the Vix?
09:57 • 2min
The Vix Is Not Just a Trading Tool, Right?
12:01 • 3min
Is There a Trend Up in Unemployment?
14:33 • 2min
Yno, I Hadn't Been Taking Tention to It.
16:33 • 2min
Those Rat Pikes Will Start to Filter in Already
18:14 • 2min
Is There a Soft Landing in the Bond Market?
20:36 • 2min
I Don't Envy the Fed's Inflationary Position
22:34 • 2min
Are the German Tenure Yields Portending?
24:21 • 2min
Oil, Oil, Crud, Oil
26:47 • 2min
I'm an Owner of Gold, and I Stand by Where Gold Is
29:15 • 3min