42 MACRO PRO TO PRO with Kris Sidial | REPLAY | August 8, 2023

[@jaysmith1971]

Love Kris and Darius together. You guys definitely need to do this more.

[@adventurejeremy1]

It's our Skipper Darius Dale! He's the best.

[@adamm2716]

so if not a soft landing, are we talking about a spirit airline landing or like a boeing landing?

[@zizouyoussef7944]

excellent

[@njjjjjjjjhhhs]

👍

[@khalidheba2095]

Always missing the fundamental principal that vol is INHERENTLY overpriced, which is why short vol works assuming you can manage the blowup risk

[@Ggianni10]

If i got this right, the tldr here is 1) a big squeeze coming before larger correction, and 2) hedge long term puts with 0dte calls😂

[@garystrand8010]

Excellent interview painting histories of Long Vol | Short Vol dependent on one's most recent massive losses = no win especially long term. Personally blah blah blah blah blah I have a material Long Vol in UVXY waiting for what I see as Volmaggeden Redux...Time will tell? My main concern as a 42Macro subscriber is I do believe this time is different...the Flight to Safety playbook is out after 40 years..I sense the FEAR Dollar Positioning monitoring signal will miss the Exogenous Global FX "attack" that will derail the US economy because our extremely vulnerable Central Bank financial position is $2Tn underwater, booking a $100Bn negative cash flow receivable from US Taxpayers, US equity valuations forecasted to lose 2% over the next 12 years and productivity in the toilet because Government deficit stimulus has a ZERO multiplier affect for private sector growth ++++ Buy overvalued equities with non realizable cash flows through H2 = ain't gonna happen. Unless due to the bankrupt debt cash flow WE devalue one Sunday evening...this scares me to financial death because I'll lose and be 100% correct. Thanks again!

[@rogerharrison2671]

Promo_SM

[@mangao4334]

Glad to know both of you are Chrisntians ❤ love