All-In with Chamath, Jason, Sacks & Friedberg
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
Jason Calacanis
There's another couple of nuances here that I think are important. The US dollar complex is thriving, which means the US dollar is strong. Back-end yields are rising. And then another thing that I look at is this thing called put-call skew. So basically like on balance, how are people hedging in the short term? And in the bond market, they own a lot more puts than they do calls.
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