SC&P Founder: Expect Higher Volatility in Markets

The transcript discusses market conditions leading up to Election Day, focusing on hedging strategies and the SP 500's performance. It highlights recent risk events like Brexit and the Italian referendum, noting a discrepancy between market talk and trading behavior. The speaker predicts a shift from low to high volatility due to rising interest rates and central bank policies. They emphasize the role of bonds and interest rates in this transition, suggesting that regardless of the election outcome, market volatility is likely to increase.

What was the speaker's strategy leading up to the election?

• Avoiding any trades

• Investing in bonds

• Shorting the market

• Scaling into a long bet

What does the speaker believe is causing the transition to a high volatility era?

• Political instability

• Rising interest rates and bond market conditions

• Increased market speculation

• Technological advancements

How does the speaker describe the market's volatility after Brexit?

• In a tight range for an extended period

• Stable with minimal changes

• Highly volatile with large swings

• Unpredictable and erratic

What is the speaker's opinion on the effect of quantitative easing on market volatility?

• It increases volatility

• It stabilizes the market

• It suppresses volatility

• It has no effect

According to the speaker, what could cause immediate market volatility if Trump wins the election?

• A sudden drop in interest rates

• Immediate policy changes

• Increased investor confidence

• A rise in commodity prices