JPMorgan's Josh Younger on Rate Derivatives and Volatility Ahead of the Election
For months now, traders have been positioning for a major volatility spike around the November election. But what are markets really expecting, and how are investors hedging? On this episode, we speak...
26 Okt 202053min
Benoît Cœuré On Central Bank Digital Currencies And The Future Of Monetary Policy
Central banks around the world are increasingly launching pilot projects to explore the possibility of issuing digital currencies. But how would they work and what would they accomplish? On this episo...
22 Okt 202053min
Rep. Ro Khanna On Why Democrats Should Cut A Stimulus Deal With The White House
With just two weeks until the election, talks over a stimulus deal remain ongoing, with negotiations having picked up between House Speaker Nancy Pelosi and Treasury Secretary Steven Mnuchin. Many of ...
20 Okt 202019min
A Volatility Arbitrage Trader On What Markets Are Saying Right Now
It's been an extraordinary year for traders of volatility. We had the crisis, we had this incredible surge in retail call options buying, and we have the election coming up. On this episode, we speak ...
19 Okt 202041min
How Tobacco Became One Of The Greatest Investments In History
For over a century, tobacco stocks have been among the greatest investments in history, consistently outperforming other sectors decade after decade. But what is it about tobacco companies specificall...
15 Okt 202052min
Michael Hudson On Why The US Risks Becoming The Next Greece
In the wake of the Great Financial Crisis, you heard a lot of talk about the US becoming like Greece unless the budget deficit were brought under control. However, these warnings proved to be unfounde...
12 Okt 202053min
What It Takes To Win At Quant Investing
Interest in quantitative investing strategies continues to grow; however, as the space gets more competitive, making money and winning gets harder and harder. Computation costs alone can be prohibitiv...
8 Okt 202046min
An IMF Economist On The Challenge Of Finding The Neutral Rate Of Interest
One of the guiding lights of Fed policy over the years has been the so-called Neutral Rate of Interest or R*. It's at this rate, theoretically, where the economy comes into balance, with full employme...
5 Okt 202049min
