The OPEX Effect is a new joint podcast offered by Excess Returns and SpotGamma that looks at the impact of options flows on the market and the most important lessons long-term investors can learn from it. In the inaugural episode, Brent Kochuba, Jack Forehand and Justn Carbonneau look at the options market as we approach the October expiration and the big takeaways investors can learn from it. We discuss the role options flows play in the market, look at current positioning in the S&P 500 market and also cover bonds, the MAG 7, the Ozempic trade and a lot more.
New Podcast | The OPEX Effect
