SELLOFF: Fade WW3 VIX? IL Gov Cand. Dabrowski on CFOF LIVE

The podcast analyzes current market volatility amid geopolitical tensions, particularly focusing on the Iran situation and its impact on oil prices, bonds, and gold. It highlights the divergence between oil's rise and the lack of a corresponding rally in bonds, attributing this to inflation concerns. SpotGamma's Brent Kochuba discusses the rolling down of put hedges and a softer underbelly to the market. Wisdom Tree's Jeff Weniger examines gold's role as a portfolio hedge, comparing it to crypto and discussing strategies using the GDE and GDMN ETFs. The hosts also discuss the potential for a market rally if geopolitical tensions ease, noting Bitcoin and cloud stocks' relative strength. A key trading strategy involving skew in SPX options is explored.