
Sign up to save your podcasts
Or


In this segment, Mike and Jermal host Russell Rhoads, who discusses potential supply chain disruptions stemming from geopolitical tensions in the Middle East, particularly concerning energy prices and possible stagflation. He explains how these factors could exacerbate inflation and influence interest rates, impacting equity markets. Rhoads also analyzes the VIX, emphasizing that it can reflect market anticipations beyond mere reactions to the S&P 500. He offers strategies for navigating the current volatility and suggests considering collars as effective hedges in today's market environment.
In this segment, Mike and Jermal host Russell Rhoads, who discusses potential supply chain disruptions stemming from geopolitical tensions in the Middle East, particularly concerning energy prices and possible stagflation. He explains how these factors could exacerbate inflation and influence interest rates, impacting equity markets. Rhoads also analyzes the VIX, emphasizing that it can reflect market anticipations beyond mere reactions to the S&P 500. He offers strategies for navigating the current volatility and suggests considering collars as effective hedges in today's market environment.
From the publisher's feed

4,051 Listeners

3,156 Listeners

1,356 Listeners

1,035 Listeners

355 Listeners

380 Listeners

2,144 Listeners

585 Listeners

306 Listeners

212 Listeners

339 Listeners

817 Listeners

178 Listeners

77 Listeners

52 Listeners