
EP 17 - Hands Through Swarms Of Bees
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About this listen
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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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.