The Yields on Fixed Income Are Insane, Golub Says

The video discusses the current market outlook, focusing on the SNP and volatility trends. It highlights the potential for a market rally due to expected decreases in volatility, particularly when the VIX is over 30. The discussion includes analysis of cross-asset volatility, fixed income yields, and their impact on market movements. The video also covers market forecasts, earnings trends, and the challenges of predicting trends in the current environment.

What factors are expected to drive lower volatility in the market between now and the end of the year?

How does the VIX behave during periods of high volatility, and what historical context supports this behavior?

What is the significance of back testing when the VIX is over 30, and how does it relate to market predictions?

Discuss the implications of a high VIX on market behavior and investor sentiment.

What are the expectations for earnings trends and margins for the upcoming year?