Volmageddon 2.0 Talk 'Overblown to Third Power,' Says Evercore's Emanuel

The video discusses the concept of Bomb 2.0, presented by Marco Balanovich of JP Morgan, and its potential impact on assets. It explores the role of zero days to expiration options in increasing intraday volatility, which ultimately neutralizes by the end of the day. The discussion also covers the difference between intraday volatility and longer-term trends, with a focus on disinflation and the moderation of shelter costs and wages. The video concludes with insights into the current economic data and its implications.

What does the speaker mean by 'overblown' in the context of market warnings?

What are zero days to expiration options and how do they affect market volatility?

How do the speaker's proprietary surveys contribute to their view on disinflation?

Discuss the implications of the recent trends in shelter costs as mentioned in the text.

What is the significance of the monthly data mentioned in relation to market trends?