Dormant Vol, Loud Risks

The odd mood right now is that prices are moving, traders are reacting, and the options market still looks like it forgot to set an alarm. That gap between what markets are doing and what they're pricing is the thread running through almost everything this week.Volatility disconnectNvidia and the semiconductor paradoxMag 7 leadership and narrow breadthRates, bonds, metals, and cryptoOil and energy pressuresThe options playbookBoxes, management rules, and small accountsRetail flows, skew, and near-term catalystsOdds and ends on the tapeThis podcast was created with Podkey. Make your own at https://podkey.fm