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From Complacency to Potential Catalysts: Insights From Danny Kirsch Head Of Options Strategy At Piper Sandler
Manage episode 495190297 series 3633667
Content provided by Michael Kantrowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kantrowitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, we discuss with Danny Kirsch the parallels between current market complacency and pre-Liberation Day conditions. Danny explores the implications of extreme call buying, SPACs resurgence, and market liquidity. The episode covers the market dynamics, examining the Fed's pressure to cut rates and its impact on long-term yields, the role of volatility control strategies, and the influence of upcoming events like the August 1st market event. We delve into detailed analyses of credit spreads, equity exposure, inflation expectations, and potential catalysts like the AI summit and policy changes. The conversation also highlights strategies for hedging market risks and the impact of speculative trades in cryptos and tech stocks.
For full disclosure information visit: http://www.pipersandler.com/researchdisclosures.
30 episodes
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Manage episode 495190297 series 3633667
Content provided by Michael Kantrowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kantrowitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, we discuss with Danny Kirsch the parallels between current market complacency and pre-Liberation Day conditions. Danny explores the implications of extreme call buying, SPACs resurgence, and market liquidity. The episode covers the market dynamics, examining the Fed's pressure to cut rates and its impact on long-term yields, the role of volatility control strategies, and the influence of upcoming events like the August 1st market event. We delve into detailed analyses of credit spreads, equity exposure, inflation expectations, and potential catalysts like the AI summit and policy changes. The conversation also highlights strategies for hedging market risks and the impact of speculative trades in cryptos and tech stocks.
For full disclosure information visit: http://www.pipersandler.com/researchdisclosures.
30 episodes
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Similar to What's Next For Markets
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
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…
continue reading
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…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
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…
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David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
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The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
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