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Podcast: Let's Appreciate
Episode: volmaggedon and the rise of passive
Description: Full piece: https://kyla.substack.com/p/consumpti... Â
In partnership with https://www.simplify.us/etfs Â
A good piece on XIV: https://towardsdatascience.com/the-xiv-meltdown-1b0608110b9f + https://ttmygh.medium.com/grant-williams-0-00-before-we-get-going-heres-the-bit-where-i-remind-you-that-nothing-we-b28f6db77 Â
00:00​​​​ - IntroÂ
00:40 Â - What is this?Â
01:44 - Correlation and VolatilityÂ
05:17 - VolmaggedonÂ
07:57 - Passive FlowsÂ
09:31 - DemographicsÂ
12:31 - The FlowsÂ
15:01 - Market StructureÂ
16:08 - Does Bitcoin Fix This?Â
17:36 - Final Thoughts Â
Blog: https://kyla.substack.com Â