#32: What is Going on?

Volatility is back! Nothing too crazy yet, but when stocks are up, AND volatility is up, one has to take note and be more cautious - this was a couple of weeks ago, and we did see a correction in stocks, especially some of the mega cap tech stocks In this episode we discuss the current market (as of Friday 11th Sept), volatility and ways to not trade it, as well as ways to trade it; and we dive into the latest insights from my quest to understand Reserves and hopefully answer the Inflation vs Deflation question (spoiler: it's not black and white...)

Om Podcasten

Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest