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Summer of George Continues (EP. 15)
Joe and Smiddy, and not much has changed — except the market’s still climbing and vol is still pinned. In this episode, they unpack what’s behind the slow grind higher: vol control funds, CTAs with more to buy, and a retail flow that refuses to quit. They dig into the “Summer of George” market regime, recap Cem Karsan's latest take (blow-off top or slow burn), and reflect on what it’s like trading when fundamentals take a back seat to flows.
Also:
– Smiddy closes out a painful $15M UNH position
– Meme stocks and crypto treasury absurdity
– What traders can do if they still want downside exposure
– The worst-performing sector of the year
– Another round of Trade or Fade
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By Steamroom TradingJoe and Smiddy, and not much has changed — except the market’s still climbing and vol is still pinned. In this episode, they unpack what’s behind the slow grind higher: vol control funds, CTAs with more to buy, and a retail flow that refuses to quit. They dig into the “Summer of George” market regime, recap Cem Karsan's latest take (blow-off top or slow burn), and reflect on what it’s like trading when fundamentals take a back seat to flows.
Also:
– Smiddy closes out a painful $15M UNH position
– Meme stocks and crypto treasury absurdity
– What traders can do if they still want downside exposure
– The worst-performing sector of the year
– Another round of Trade or Fade