Barbell Insights

Qualitative research software for people tracking markets, companies, and operators.

Barbell turns longform podcast coverage into searchable entity timelines, alerts, and research context so you can find what matters without replaying every episode.

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BARBELLINSIGHTS

Barbell Insights

Qualitative research software for people tracking markets, companies, and operators.

Barbell turns longform podcast coverage into searchable entity timelines, alerts, and research context so you can find what matters without replaying every episode.

Company

About
Privacy
Terms
Support

Contact

support@barbellinsights.com

Barbell Insights is research software, not investment advice.

The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash – Forward Guidance

The Global Margin Call | Volatility Veteran Noel Smith on Dispersion, Vol of Vol, and How He’s Trading VIX Spike & Stock Market Crash

Date: 8/5/2024Podcast: Forward GuidanceForward Guidance↗

Mentioned

$VIX Balaji Srinivasan Bank of Japan $BTC

Search across episodes

$CBOE

Citadel

Citadel Securities

$JPY

Market views

Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.

Bullish

DELTA 1 INSTRUMENTS (E.G., S&P 500, NASDAQ)— Buying Delta 1 instruments that benefit from a bounce.
S&P 500 (INTRADAY)— Long the S&P 500 index intraday.
VOLATILITY (BACK MONTHS)— Long volatility in a defined risk manner in the back months.
SVIX— Buying SVIX.

Bearish

VOLATILITY— Selling volatility due to it being overly bid.
VIX— Shorting VIX with the expectation it will go lower.
VIX FUTURES— Shorting August VIX futures.
VXX— Selling VXX if borrowable.

Not investment advice.