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時間的消耗と無関心が利益の源泉である “Temporal decay and indifference are the source of profit.”-Originally developed in 2024 to monitor systemic risk, the model extends Black-Scholes with volatility skew, macro-dri... more
FAQs about Nikkei 225 Naked Option Warfare – 日経225オプション裸買投資戦記 – VIX, Macro & Geopolitics:How many episodes does Nikkei 225 Naked Option Warfare – 日経225オプション裸買投資戦記 – VIX, Macro & Geopolitics have?The podcast currently has 332 episodes available.
July 30, 2025LDP Plenary, BOJ, FOMC Ahead — Weak Nikkei Signals Quiet Bond Shift After Tariff Deal|2025/7/30A Quiet Structural Shift, as Told by Bonds.https://note.com/225now/membership#225NOW#Yaho...more7minPlay
July 30, 2025両院議員総会・日銀会合・FOMCを控え──日経平均軟調、関税合意は静かなる債券シフトか|2025/7/30債券が語る、静かな構造転換の兆し。https://note.com/225now/membership#225NOW#Yaho...more9minPlay
July 29, 2025Amid Political Chaos and a Falling Nikkei, the Yaho Model Launches. |2025/7/29Announcing the First Step Toward a Personal Bloomberg:The "Yaho Model" Report — Visualizing Market Silence — Has Launched.https://note.com/225now/n/n5d53fa20be5b#225NOW#Yaho...more6minPlay
July 29, 2025混沌とする日本政治・続落の日経平均の中、遂にYaho Model プロダクトを発表|2025/7/29個人版Bloomberg構築に向けた最初のプロダクトを公表— 静けさを可視化する「Yaho Model」レポート、始動。https://note.com/225now/n/n5d53fa20be5b#225NOW#Yaho...more11minPlay
July 28, 2025Tariffs as a Capital Reclaim Strategy — Nation-States vs. Multinational Corporations|2025/7/28This is not a conflict between nations.It’s a silent war between shareholder capital and a united front of states.#225NOW#Yaho...more5minPlay
July 28, 2025関税は国家連合による資本回収装置か──国家 vs. 多国籍企業の時代|2025/7/28これは国家間の争いではない。“株主資本 vs. 国家連合”の静かな戦争だ。#225NOW#Yaho...more10minPlay
July 27, 2025*AI-Re:Tariffs vs. Tech Giants: How the U.S. Reclaims Dollar Dominance in the Age of AI|2025/7/27AI erases salaries, and tariffs reclaim them.This isn’t just trade policy — it’s a story of currency hegemony and the reconstruction of the nation-state.#225NOW#Yaho#AIReinterpretation...more12minPlay
July 27, 2025Tariffs vs. Tech Giants: How the U.S. Reclaims Dollar Dominance in the Age of AI|2025/7/27AI erases salaries, and tariffs reclaim them.This isn’t just trade policy — it’s a story of currency hegemony and the reconstruction of the nation-state.#225NOW#Yaho...more4minPlay
July 27, 2025トランプ関税によるドル覇権回帰:国家 vs. 多国籍企業──AI革命とサラリーの再配分|2025/7/27AIがサラリーを消し、関税がそれを取り戻す──これは単なる貿易政策ではなく、通貨覇権と国家再構築の物語#225NOW#Yaho...more13minPlay
July 24, 2025Frenzy and Heatwaves — Nikkei Reclaims 42,000, but What Lurks Beneath the Surge|2025/7/24The political deals and market euphoria all rest on a single assumption: that human life will continue to function.#225NOW#Yaho...more6minPlay
FAQs about Nikkei 225 Naked Option Warfare – 日経225オプション裸買投資戦記 – VIX, Macro & Geopolitics:How many episodes does Nikkei 225 Naked Option Warfare – 日経225オプション裸買投資戦記 – VIX, Macro & Geopolitics have?The podcast currently has 332 episodes available.