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内容由Jared Dillian Money and Jared Dillian提供。所有播客内容(包括剧集、图形和播客描述)均由 Jared Dillian Money and Jared Dillian 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Episode 384: Volatility Has Never Been More Mispriced

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Manage episode 429473343 series 2555947
内容由Jared Dillian Money and Jared Dillian提供。所有播客内容(包括剧集、图形和播客描述)均由 Jared Dillian Money and Jared Dillian 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

146集单集

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Manage episode 429473343 series 2555947
内容由Jared Dillian Money and Jared Dillian提供。所有播客内容(包括剧集、图形和播客描述)均由 Jared Dillian Money and Jared Dillian 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

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