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Open original source ↗U Got Options is BACK!
In Episode 13, I sat down with Goldman Sachs’ Head of Asset Allocation Research, Christian Mueller-Glissmann, live from the Cboe floor.
We dig into the structural forces driving this market regime: the bond market’s speed limit on equities, the reflexivity of AI CapEx, the breakdown of traditional 60/40 diversification, and why currency debasement is the ultimate release valve.
Full new U Got Options episode is live now: https://t.co/ZXrtpK59yS