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Episode 384: Volatility Has Never Been More Mispriced

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Manage episode 429522374 series 2555948
Content provided by Jared Dillian Money and Jared Dillian. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jared Dillian Money and Jared Dillian 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://player.fm/legal.

Following the attempted assassination of Donald Trump, Jared discusses the idea of the “Trump trade” gaining momentum as the US nears its 2024 election, how black swan events tend to cluster, and the mispricing of volatility. He also addresses declining inflation, the potential for the Fed to cut rates, and how small caps are showing signs of a comeback.

  continue reading

173 episodes

Artwork
iconShare
 
Manage episode 429522374 series 2555948
Content provided by Jared Dillian Money and Jared Dillian. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jared Dillian Money and Jared Dillian 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://player.fm/legal.

Following the attempted assassination of Donald Trump, Jared discusses the idea of the “Trump trade” gaining momentum as the US nears its 2024 election, how black swan events tend to cluster, and the mispricing of volatility. He also addresses declining inflation, the potential for the Fed to cut rates, and how small caps are showing signs of a comeback.

  continue reading

173 episodes

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