Low Conviction, High Crosscurrents — With Danny Kirsch

This week we are joined by Danny Kirsch, head of the options desk at Piper Sandler, for a look beneath the surface of today’s resilient but increasingly narrow market. We discuss why investors have low conviction despite major moves in rates and oil, why the S&P 500 has become a less effective hedge, and what options positioning and volatility are revealing about investor sentiment. Danny also explore the narrowing AI trade, risks emerging in regional and European banks, the potential impact of the midterm elections, and where opportunities and vulnerabilities may be hiding as the market searches for its next catalyst.

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