Volatility, Hype, and Cash

The mood shifted fast. Fear cooled on the surface, but underneath, traders were watching for the kind of market plumbing changes that usually matter before the headlines do.Volatility checkCash flight and the macro backdropAI euphoria and speculative stressSpaceX buzz and proxy tradesZero-DTE takes over the daySmarter structures and capital efficiencyCalendars, earnings, and IV disciplineGreeks, spread risk, and not getting cuteGold, semis, and where stress showed upRoutine, sizing, and the boring wisdomThis podcast was created with Podkey. Make your own at https://podkey.fm