Why MKM's Strugger Thinks It May Be Time to Binge on Netflix

The video discusses the current state of market volatility, highlighting a VIX inversion and a shift to a high volatility regime after years of low volatility. It examines investor behavior, noting a tendency to fade volatility and buy dips, despite signs of increased market risk. The video also covers client insights, revealing a return to short volatility exposure and market complacency. Finally, it presents a risk management strategy for Netflix stock using a costless collar approach.

What does the term 'VIX inversion' refer to in the context of market volatility?

How has the perception of volatility changed among investors over the past five years?

What does the speaker mean by 'treat this little impulsive volatility as if it could intensify'?

What implications does a high volatility environment have for investor behavior?

What strategies are suggested for managing risk when investing in stocks like Netflix?