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Q2 ROUNDTABLE - Macro Risks, Signals to Watch & How to Hedge

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Content provided by imranlakha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by imranlakha 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.

Special guests Darius Dale (42Macro), Brent Kochuba (Spotgamma) and Alf Peccatiello (Macro Compass) join Imran Lakha, founder of Options Insight, for this special edition Q2 Roundtable discussion.

With so many macro headwinds facing markets after a difficult and volatile Q1 2022, we thought people needed guidance on how to navigate into the months ahead. So, we brought in the big guns! These guests are all experts in their field and have built up their knowledge and experience in markets over decades.

The core topics that were discussed include:-

Macro risks going into Q2 and the volatility landscape

What signals to monitor to either confirm or disconfirm our views

How to hedge and position to protect and preserve capital in what is shaping up to be a rough year for risk assets

With two macro experts and two options experts they covered a lot of bases and had an in-depth conversation that listeners will hopefully find educational and informative.

Please give us your feedback and comments​!

DISCLAIMER OPTIONS INSIGHT CONTENT is presented for educational purposes only. The information presented by OPTIONS INSIGHT should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed by OPTIONS INSIGHT are those of its founder Imran Lakha who shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented by Options Insight.

  continue reading

22 episodes

Artwork
iconShare
 
Manage episode 324340573 series 3001496
Content provided by imranlakha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by imranlakha 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.

Special guests Darius Dale (42Macro), Brent Kochuba (Spotgamma) and Alf Peccatiello (Macro Compass) join Imran Lakha, founder of Options Insight, for this special edition Q2 Roundtable discussion.

With so many macro headwinds facing markets after a difficult and volatile Q1 2022, we thought people needed guidance on how to navigate into the months ahead. So, we brought in the big guns! These guests are all experts in their field and have built up their knowledge and experience in markets over decades.

The core topics that were discussed include:-

Macro risks going into Q2 and the volatility landscape

What signals to monitor to either confirm or disconfirm our views

How to hedge and position to protect and preserve capital in what is shaping up to be a rough year for risk assets

With two macro experts and two options experts they covered a lot of bases and had an in-depth conversation that listeners will hopefully find educational and informative.

Please give us your feedback and comments​!

DISCLAIMER OPTIONS INSIGHT CONTENT is presented for educational purposes only. The information presented by OPTIONS INSIGHT should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed by OPTIONS INSIGHT are those of its founder Imran Lakha who shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented by Options Insight.

  continue reading

22 episodes

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