Vol Crush and Oil Pressure

A lot of the market looked calm on the surface, but underneath it was busy in a very specific way. Nvidia options stayed wild even after earnings, oil kept leaning on rates and inflation, and traders were already gaming out what a SpaceX options market might look like before it even really exists.Nvidia after earningsHow traders handled the Nvidia setupLiquidity and sizing still matterDividend, buyback, and the bigger Nvidia questionVol crush beyond NvidiaOil, backwardation, and why equities careRates, inflation, and the war tradeBonds and macro moodAI capex, breadth, and where the money is goingSpaceX IPO chatter and the options trapMetals, crypto, and sentimentShort-dated tactics and risk controlsThis podcast was created with Podkey. Make your own at https://podkey.fm