The scenario of an extreme market impact from zero days to expiration options may be overstated and Commodity Trading Advisors' positive beta to equity may be a near-term headwind for SPX. In this edition of the All Options Considered podcast on volatility, BI's Chief Global Derivatives Strategist Tanvir Sandhu is joined by Dean Curnutt, the CEO of Macro Ris ... Show More
Yesterday
Credit Crunch: Apollo’s Matt Nord on Hybrid Growth, Opportunity
“Hybrid is the ultimate in creative solutions,” says Apollo’s co-head of equity and head of hybrid, Matt Nord, when discussing the firm’s fast-growing hybrid strategy and the types of solutions that may allow it to triple in scale over the coming years. Nord joins Bloomberg Intel ... Show More
51m 19s
Feb 5
Macro Matters: MBS Update With BI’s Erica Adelberg
Housing affordability challenges are a feature, not a bug, Bloomberg Intelligence chief MBS strategist Erica Adelberg says. On this episode of the Macro Matters podcast, Adelberg joins host Ira Jersey, BI’s chief US rates strategist, to discuss Fannie Mae and Freddie Mac buying $ ... Show More
24m 58s
Feb 2021
E56 - Guarding Against Inflation & VIX Concerns
While the delayed vaccine roll-out is putting a dampener on economic reopening efforts, the potential for inflation is still at hand. In this episode, Alfred Lee, Chris Heakes and Mark Raes, outline fixed income strategies that can protect client portfolios. Putting into context ... Show More
33m 34s
Jun 2023
Fed sounds hawkish but traders don’t buy it, ECB next
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Fed holds rates steady but signals 2 more rate hikes this year. Yet markets were not convinced, dollar weakens, stocks jump. ECB decision in focus today, BoJ will ... Show More
4m 9s