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Listen "The Kitty is Roaring Again - Volatility Is Not | The OPEX Effect: May 2024"
Episode Synopsis
In this episode of the OpEx Effect, we discuss the current state of the market as we approach the May options expiration. We analyze the low levels of volatility and put demand, suggesting market participants are not too concerned about potential downside risks. We also examine the impact of key upcoming events, particularly the CPI report and NVIDIA earnings, and how they could influence market direction. Additionally, we explore the relationship between options activity and market sentiment and the importance of understanding these dynamics even for long-term investors.
DOWNLOAD THE SLIDE DECK
https://excessreturnspod.com/opexeffectmay2024.pdf
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https://twitter.com/practicalquant
DOWNLOAD THE SLIDE DECK
https://excessreturnspod.com/opexeffectmay2024.pdf
MORE INFORMATION ABOUT SPOTGAMMA
https://www.spotgamma.com
FOLLOW BRENT ON TWITTER
https://twitter.com/spotgamma
FOLLOW JACK ON TWITTER
https://twitter.com/practicalquant
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
An Unprecedented Lack of Liquidity: What the Options Market Tells Us About What Comes Next
19/04/2025
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