Dean Curnutt: 'Shockingly Quiet' Period in S&P 500

The video discusses the current state of the market, highlighting low trading volumes and volatility in the S&P 500. It explores the impact of these conditions on option prices and hedging strategies. The discussion also covers the skepticism in the market post-Brexit, the relationship between sovereign bonds and stock market valuations, and the Fed's influence on asset prices. The video concludes with concerns about global inflation expectations and the potential for a sell-off in sovereign bonds affecting equities.

In what ways might the upcoming months affect market behavior according to historical trends?

What are the potential risks associated with the current relationship between sovereign bonds and the stock market?