Convexity lurks at the scene of financial crises
The guest argued that leverage embedded in derivatives and convexity is often a hidden amplifier during financial crises, forcing reaction functions that can create pile-on effects.
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The story so far
CONTESTED · 29 MENTIONS · 19 EPISODES · 15 SHOWS
30 JUN 2025 — 16 AUG 2026 · 2D AGO
12 SUPPORT · 1 CHALLENGE · 3 REPEAT · 13 MENTIONED
- THE ALPHA EXCHANGE
4 EPISODES BETWEEN · 4 MENTIONS
- BARRON'S STREETWISE
- THE JULIA LA ROCHE SHOW
- THE RATIONAL REMINDER PODCAST
- THE RATIONAL REMINDER PODCAST
- THE ALPHA EXCHANGE
- Convexity lurks at the scene of financial crises · THIS IDEA
7 EPISODES BETWEEN · 15 MENTIONS
- EXCESS RETURNS
- BANKLESS
- MOTLEY FOOL MONEY
- THE ALPHA EXCHANGE · 4 MENTIONS
- TOP TRADERS UNPLUGGED
- PROF G MARKETS · 4 MENTIONS
- PROF G MARKETS · 3 MENTIONS
- THE DIVIDEND CAFE
- ANIMAL SPIRITS · 3 MENTIONS
- UNCHAINED
- THOUGHTFUL MONEY
- THE COMPOUND AND FRIENDS
- MONETARY MATTERS WITH JACK FARLEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD