• EP 17 - Hands Through Swarms Of Bees

  • 2022/10/16
  • 再生時間： 22 分
  • ポッドキャスト

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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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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