Daily Briefing - Sep 14, 2020 - How Options Mania is Driving Stock Market Price Action

Daily Briefing - Sep 14, 2020 - How Options Mania is Driving Stock Market Price Action

Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to discuss the animal spirits that are driving this market. After reviewing historical financial panics, Ed and Ash take another look at whether options mania is exerting influence on equity price action. They explore the “Softbank narrative” through the lens of volatility investor and arbitrageur Benn Eifert, and examine how speculators are buying options from market makers who are forced to delta-hedge their position, as they don’t want to take a directional position. Lastly, Ed and Ash look forward and see if there is “another shoe to drop” as fall approaches. In the intro, Jack Farley and Ash Bennington discuss the OPEC’s latest monthly oil market report. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(1969)

The Knock-On Effect #20 - Why might our honey obsession lead to more mini-robotic drones?

The Knock-On Effect #20 - Why might our honey obsession lead to more mini-robotic drones?

How does the health food craze contribute to the production of drones? Justine and Alex discuss, touching on global smuggling rings, food fakery and sauerkraut flavored honey. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Okt 201836min

The Knock-On Effect #19 - Elections, Payday Loans & Stolen Goods

The Knock-On Effect #19 - Elections, Payday Loans & Stolen Goods

If the Republicans maintain control of Congress, why might it become easier to buy stolen goods by accident? Alex and Justine discuss, also touching on wordy regulations, the emotional reaction to wealth disparities, and Justine's mixed driving record. Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Okt 201847min

The Knock-On Effect #18 - Why will trucking surveillance lead to problems for holiday shoppers?

The Knock-On Effect #18 - Why will trucking surveillance lead to problems for holiday shoppers?

Why does a recent mandate for increased workplace surveillance spell trouble for retailers? Justine and Alex discus — also touching on implanted microchips, byzantine trucking regulations, and Alex’s affinity for “the open road.” Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Okt 201845min

The Knock-On Effect #17 - Why does increased NASA funding mean Qatar could lose an honor?

The Knock-On Effect #17 - Why does increased NASA funding mean Qatar could lose an honor?

Who stands to profit from the next era of space exploration? Alex, Justine and Roger discuss, touching on international space law, libertarians on Mars, and Justine's favorite intergalactic snack food. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Sep 201830min

The Knock-On Effect #16 - Online ads and grocery store shifts?

The Knock-On Effect #16 - Online ads and grocery store shifts?

What impact will the growth of online advertising have on your local grocery store? Justine, Alex and Roger discuss — also touching on cookie wars, mysterious Senate hearing testimony, and Roger’s favorite breakfast. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Sep 201840min

The Knock-On Effect #15 - South African Meat and Large-Cap Tech

The Knock-On Effect #15 - South African Meat and Large-Cap Tech

What does cheaper South African biltong have to do with a rally in large-cap U.S. tech stocks? Roger, Justine and Alex discuss the knock-on effects of the shifts in emerging market currencies— also touching on earnings excuses, the myopic U.S. rally, and romantic questions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Sep 201825min

The Knock-On Effect #14 - Why will asthma cases change cargo shipping?

The Knock-On Effect #14 - Why will asthma cases change cargo shipping?

What impact will the proliferation of asthma have on innovation in the cargo shipping industry? Justine and Alex discuss in this podcast-only episode of the Knock-On Effect, also touching on massive kites, the dregs of the fuel-making process, and Alex’s Model UN days. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Sep 201830min

The Knock-On Effect #13 - Why China’s waste ban matters

The Knock-On Effect #13 - Why China’s waste ban matters

Why will China’s efforts to clean up its image put more water bottles inside shoes, lead to a recycling black market and raise the costs for shipping garbage? Alex and Justine discuss — also touching on virgin plastics, the voyage of a garbage barge in the 1980s, and the Polish trash mafia. Learn more about your ad choices. Visit podcastchoices.com/adchoices

31 Aug 201847min

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