EPISODE · Jun 1, 2026 · 9 MIN
AI Heat and Fragile Calm
from Short Pod Spread
This market feels weirdly split in two. At the index level, things look pretty calm. Underneath, a handful of stocks are acting like fireworks.AI-driven rallyMicron and Dell maniaThin breadth, calm indexesSingle-name options and skewRetail flows and the next accelerantSpaceX and the IPO pipelineOil, inflation, and the FedVolatility structure and risk management0DTE, crypto, and metalsThis podcast was created with Podkey. Make your own at https://podkey.fm
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AI Heat and Fragile Calm
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