Listen "One of the Fastest Corrections in History: What the Options Market Tells Us About What Comes Next"
Episode Synopsis
In the latest episode of the OPEX Effect, Jack Forehand and Brent Kochuba take a look behind the scenes of the big market selloff and the options flows driving it. They break down the massive options expiration coming up (the second-largest ever) and its potential impact on market movements.Key topics covered:Understanding the current high-volatility environment and why options volumes are driving increased market swingsAnalysis of the JPMorgan collar trade at the crucial 5565 level and its market implicationsDeep dive into the mysterious "Captain Condor" trader and their impact on market dynamicsDiscussion of multiple major events ahead: VIX expiration, FOMC meeting, quarterly OPEX, and potential tariff deadlineExamination of fixed-strike volatility and why traditional VIX readings might be misleading in the current environment
More episodes of the podcast The OPEX Effect
Fragile Rally. Big Vol Spike. Credit Risks Rising | What the Options Market Says About What's Next
19/10/2025
Vol Is Crushed. Risk Isn’t | What the Largest OPEX In History Tells Us About What Comes Next
14/09/2025
All-Time Highs. Record Complacency | What the Options Market Tells Us About What Comes Next
14/07/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.