Macro & Volatility™ #30: Operation Epic Earnings
Macro & Volatility™ por Josh Silva and Michael Purves
Notas del episodio
- Equity rally is fundamentally earnings-driven, not war “denial”
- Excessive hedging mispriced the upside
- Bonds are selling off because inflation is shifting from short-term to structural
Palabras clave
inflationvolatilityhedgingearnings