Excess Returns(@excessreturnpod):“People are starting to hedge, and that always gets my attention.” @spotgamma and @practicalquant are back for a new OPEX Effect ✅ Why rising oil and rates are testing the AI rally ✅ What a roughly $2 trillion options expiration could change for stocks ✅ Why S&P 7,600 matters for hedging flows and volatility ✅ What rising stock correlations reveal about macro risk ✅ Why investors are starting to buy downside protection ✅ How cheaper tech options create opportunities in either direction

Excess Returns

@excessreturnpod

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Excess Returns@excessreturnpod

2026.09.13 13:07

“People are starting to hedge, and that always gets my attention.” @spotgamma and @practicalquant are back for a new OPEX Effect ✅ Why rising oil and rates are testing the AI rally ✅ What a roughly $2 trillion options expiration could change for stocks ✅ Why S&P 7,600 matters for hedging flows and volatility ✅ What rising stock correlations reveal about macro risk ✅ Why investors are starting to buy downside protection ✅ How cheaper tech options create opportunities in either direction