U.S. Election: Gamma Baptism of Fire: DB- NOV 3, 2020

U.S. Election: Gamma Baptism of Fire: DB- NOV 3, 2020

Real Vision senior editor Ash Bennington welcomes Hari Krishnan, head of volatility strategies at SCT Capital, to break down the hidden forces driving markets on U.S. election day. Disagreeing with the linear narratives about how election results impact markets, Krishnan instead analyzes the market plumbing, looking at the trend spike in the Federal Reserve’s balance sheet, interest rate volatility, and the likely forced selling options dealers’ will have to conduct should the S&P 500 start to show weakness. After Krishnan shares with Bennington his theory explaining the “kink” in the VIX futures curve, he imparts the following advice to traders: “never panic.” In the intro, reporter Haley Draznin breaks down investor optimism in global equities, the impact of high turnout of U.S. voters, and the halting of Ant Group’s massive I.P.O. Recorded on Nov 3, 2020. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2086)

Adventures in Finance 6 - Satellites, Big Data and Finance

Adventures in Finance 6 - Satellites, Big Data and Finance

Explore how satellite imagery data is being utilized to drive financial insights, with advice from James Crawford, CEO of Oribital Insights. In ‘The Things I Got Wrong’, Jawad Mian, Founder of Stray R...

9 Mar 201755min

Adventures in Finance 5 - China’s One Belt One Road

Adventures in Finance 5 - China’s One Belt One Road

Unearth unprecedented investment opportunities in China’s One Belt One Road strategy – something we haven’t seen since the BRICS. Plus, Ben Hunt, Chief Investment Strategist at Salient Partners shares...

2 Mar 201753min

Adventures in Finance 4 - Analyzing Cyclical Market Behavior

Adventures in Finance 4 - Analyzing Cyclical Market Behavior

Understand how to leverage financial cycles & forecast future markets with veteran investor Robin Griffiths. Also on this week, Brent Johnson, CEO of Santiago Capital, tells us his misjudgments’ on go...

23 Feb 201752min

Adventures in Finance 3 - Opportunities in German Real Estate

Adventures in Finance 3 - Opportunities in German Real Estate

Uncover the huge untapped potential in Germany’s real estate market and the interesting cultural and fundamental dynamics driving this opportunity. Mark Yusko, CEO and CIO of Morgan Creek Capital Mana...

9 Feb 201754min

Adventures in Finance 2 - Geopolitical Framework for Investing

Adventures in Finance 2 - Geopolitical Framework for Investing

No investor can afford to ignore geopolitics anymore. Understand why you need a geopolitical analysis framework and how to use it to your advantage. In our ‘Things I Got Wrong’ segment, Louis Gave, Co...

2 Feb 201757min

Adventures in Finance 1 - Aftermath of India Demonetization

Adventures in Finance 1 - Aftermath of India Demonetization

Delving into the consequences and opportunities following the cancellation of 86% of India’s currency in circulation. Also, find out what Raoul Pal, founder of Real Vision and Global Macro Investors, ...

26 Jan 201758min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
finansredaksjonen
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
utbytte
morgenkaffen-med-finansavisen
liberal-halvtime
okonomiamatorene
rss-politisk-preik
rss-markedspuls-2
lederpodden
rss-sunn-okonomi