WEEKLY WRAP-UP (s2025 e07)

Audio Edition: Dean Curnutt's dispersion trade worries, then Goldman gives their view on current equity environment, TS Lombard talks trade, tariffs and Trump, and then FLASH CRASH and game theory.

AUDIO EDITION: I have some clips I am really excited to share this week. I start with Dean Curnutt who has expressed my worries about the dispersion trade coming unglued in a much more elegant fashion. Then, I move on to Goldman’s head of Equity sales team’s take on the current market envinronment. If you weren’t scared of MAG7, you might be after my cl…