EP 17 - Hands Through Swarms Of Bees
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EP 17 - Hands Through Swarms Of Bees
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Ed covers recent volume changes in ODTE option volume and carnage in government bonds (UK Gilts down 52% in > 1YR). The episode goes on to cover Harley Bassman's MOVE index and what it could be saying about credit markets. New sanctions from the Biden Administration on semiconductors & China. Woes of the 60/40 portfolio, work strikes in Europe, and destressed debt loads in Americas.
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