Highs, Hype, and Thin Tape

The market keeps pushing higher, volatility looks sleepy on the surface, and somehow that combination is making traders even more jumpy. There’s a lot of confidence out there, but there’s also a strong sense that one fast move could change the mood in a hurry.All-time highs and broadening marketsLow volatility, fast movesHow traders are structuring riskAI build-out and the semiconductor surgeOptions flow and the SpaceX setupOil, inflation, rates, and the dollarBonds, crude trades, and commoditiesCrypto, small caps, and retail riskExecution, pairs, and the summer tapeAccess changes and trader behaviorThis podcast was created with Podkey. Make your own at https://podkey.fm