The market has not been calm. It has been lucky. | Market Hang

The S&P has been calm, and Amy Wu Silverman of RBC Capital Markets argues that is luck rather than structure. Volatility has been suppressed because individual stocks keep zigging and zagging and cancelling each other out at the index level, and any pickup in correlation ends that. Desks keep selling volatility on top of it, until the music stops. Kevin Mahn of Hennion & Walsh is watching the Strait of Hormuz and Micron's memory backlog instead. Drew Pettit of Roundhill says the real warning sign is the day investors start calling the market cheap. Featuring Amy Wu Silverman, Head of Derivatives Strategy, RBC Capital Markets Kevin Mahn, Chief Investment Officer, Hennion & Walsh Drew Pettit, Chief Investment Strategist, Roundhill Investments Jen Saarbach, Co-host, Market Hang, and Co-founder, The Wall Street Skinny Kristen Kelly, Co-host, Market Hang, and Co-founder, The Wall Street Skinny Watch the full episode: https://youtu.be/PLACEHOLDER-REPLACE-BEFORE-POSTING Timestamps 0:00 The Korean market as an AI bellwether 0:22 A debut that priced at the top and then fell 0:53 Default swap trading quadrupled since July 1:11 Why protection got cheaper than puts 1:31 A derivatives desk declares its own bias 1:45 A highly dispersed market, and why that is luck 2:25 They sell volatility until the music stops 2:45 The Strait of Hormuz, and a second rate hike 3:14 Why Micron decides what happens to Nvidia 3:57 Markets are micro efficient right now 4:12 What that actually means, without the jargon 4:51 When the options market explodes around one fund 5:22 The flush out, and what six percent would do 5:42 Watch the revisions, not the multiple 6:21 The market is not cheap #Volatility #AIStocks #Markets #MarketHang #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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