Area of the European Union's internal market and some of EFTA states established in 1994
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This episode of The European Market Brief dives deep into the rapidly evolving world of credit derivatives and fixed income trading. Mark Longo is joined by Russell Rhoads ("Dr. VIX"), Natesh Pothalingam from Bloomberg, and Chris Dopp from Eurex to explore the explosive growth in listed credit index futures, the impact of inflation and geopolitical volatility on the credit markets, and why institutional and retail traders alike are increasingly embracing credit products. The panel discusses: Why credit index futures are gaining traction How rising rates and inflation fears are reshaping fixed income markets The evolution of European and global credit trading Why listed credit products may be more efficient than ETFs or OTC products Retail and "pro-tail" access to credit markets The future of sector-based and geographically expanded credit products Why liquidity and capital efficiency are driving adoption Plus: insights into high yield, investment grade credit, emerging markets, systematic trading flows, and the growing role of credit derivatives in modern portfolio management.
European dividend markets have long offered a different approach to income, yield, and shareholder returns compared to the U.S. But how do these markets behave when volatility spikes and global uncertainty hits? On this episode of The European Market Brief, Mark Longo is joined by Dr. Russell Rhoads, Stuart Heath (Eurex), and Kevin Soyer (S&P Global) for an in-depth look at European dividend markets during periods of market stress. The panel explores how European companies manage dividends differently from their U.S. counterparts, why dividend yields tend to be higher across the pond, and how dividend futures and options can provide unique insight into market expectations and future cash flows. The discussion also dives into: How European dividend policies differ from U.S. buyback-heavy strategies Dividend resilience during market turmoil and geopolitical shocks High-yield sectors in Europe including banks, utilities, insurers, and energy Dividend futures and options use cases for hedging and speculation Midcurve dividend options and evolving liquidity trends Relative value opportunities between U.S. and European markets The impact of inflation, rates, and market stress on dividend expectations Key takeaways from the recent Eurex conference including European 0DTE growth and volatility trends Plus, listener questions and Russell's recap of the latest developments shaping European derivatives markets. Brought to you by Eurex. Learn more at Eurex.com.
Today, we are breaking down Auto1, and this is an interesting episode because we are tackling a business that most US listeners will not be familiar with, even though it resembles names they already know well. Our guest is Harrison Moot, co-founder and CIO of Sandstone, who walks us through Europe's largest vertically integrated online marketplace for used cars. Auto1 is often shorthanded as the Carvana of Europe, and the comparison directionally fits, but the differences are what make the company worth understanding on its own terms. The core of the conversation is how Harrison frames the company. He argues that Auto1 is best understood as a pan-European clearing house for used vehicles rather than a dealer with a website, and that the model only works because the company built its consumer sourcing engine and its wholesale dealer liquidity for nearly a decade before ever launching the consumer retail business. Owning the sourcing, logistics, refurbishment, and financing stack across thirty fragmented national markets gives Auto1 a pricing and routing advantage that local dealers and asset-light classifieds cannot replicate. Please enjoy this Breakdown of Auto1. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- This episode is brought to you by Portrait Analytics - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at portraitresearch.com ----- Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Timestamps (00:00:00) Welcome to Business Breakdowns (00:03:35) Auto1 Business Overview (00:07:06) European Market & C2B Model (00:12:31) Founding Story & Sequencing (00:16:39) Why Cazoo Failed (00:16:42) Cazoo vs. Auto1 Approach (00:18:29) How a Transaction Works (00:22:11) Dealer Buying Patterns (00:25:49) Retail vs. Wholesale (00:26:18) Consumer Financing & ABS (00:27:57) ABS Lowers Funding Costs (00:28:16) Unit Economics by Segment (00:32:37) Network Effects & Data Moat (00:37:35) Path to Margin Expansion (00:42:23) Balance Sheet & Working Capital (00:44:40) Four Growth Levers (00:48:27) Dealers: Customers Not Competitors (00:53:17) Four Key Business Risks (00:54:12) Inventory Risk & Mitigants (00:58:32) Valuation Framework & Multiples (01:03:14) Vertical Integration & Capital Cycles
In the first of a four-part series recorded at last month's WindEurope conference in Madrid, Girish Tanti, co-founder and vice chairman of Suzlon, talks to the Wind Power podcast about returning to the European market with the company's new 'Blue Sky' platform. In an interview recorded only 24 hours after the company launched its new Blue Sky turbine platform, Windpower Monthly editor Ian Griggs spoke to Tanti about how he rated Suzlon's chances of being chosen by developers to power European projects against the bloc's established incumbents.Tanti also discussed the specific challenges in the European market and whether the EU is currently a good trading environment for non-western turbine manufacturers.This episode was produced by Inga Marsden. Hosted on Acast. See acast.com/privacy for more information.
Is it time to look past the U.S. tech concentration? For many traders, "the market" has become synonymous with a handful of domestic tech names. But with 40% of the world's investable equity sitting outside the U.S., ignoring the international tape means missing out on massive shifts in financials, defense, and emerging tech hubs. In this episode, Mark Longo sits down with a panel of experts to discuss how to navigate the global landscape using the MSCI ecosystem. We explore why the "only free lunch in finance" is back in style and how the pros are using listed derivatives to manage risk across different time zones and regimes. On the Hot Seat: Ratchna Mathur, Executive Director, Eurex Anshul Kamra, Head of Index Derivatives and Systematic Strategies Research, MSCI Inc. Vas Koutsoulis, Index Derivatives Product (EMEA), MSCI Inc. Discussion Highlights: The Concentration Crisis: Why the U.S. market's top-heavy nature is driving a hunt for global alternatives. The Global Semi Play: Accessing the AI infrastructure boom through Taiwan and Korea. Regional Deep Dives: From the resilient European financials to the shifting energy correlations in the GCC. Operational Edge: How to use Eurex's 21-hour trading window to eliminate overnight gap risk. For more on global benchmark trading, visit www.eurex.com .
On this episode of Renewable Roundup host Russell speaks with Lauren Stewart of Zeigo Network about corporate PPA trends across Europe from 2024–26. They discuss Spain's surge in solar PPAs, Germany and the Nordics' market dynamics, and cooling sentiment in 2025. The conversation highlights a shift toward better‑designed deals—hybrids, baseload and shaped profiles—with examples like Merlin Properties' long‑term solar deal and Airbus' baseload PPA with TotalEnergies. Lauren explains how developers and buyers are adapting and where the market may head next.
Is the traditional geopolitical risk playbook dead? In this episode of The European Market Brief, Mark Longo is joined by Morad Askar, Founder of EdgeClear, and Matt Koren, Equity and Index Derivatives Sales and Global VSTOXX Lead at Eurex, to dissect the unprecedented market activity following recent escalations in the Middle East. While the "old playbook" suggests a flight to quality in gold and a spike in oil, the recent blockade of the Strait of Hormuz has sent the markets into a tailspin of "trade the tweet" volatility that defied standard expectations. The team explores why European derivatives—particularly VSTOXX and EURO STOXX 50—saw volumes surge to 2x their annual average, and why the "buy the dip" mentality is being tested like never before. Topics covered include: The Volatility Regime: Why VSTOXX hit levels near 35 while VIX lagged behind. The Transatlantic Spread: How energy dependency makes European markets more vulnerable to Middle East conflict than the US. Retail vs. Institutional Flow: The shift toward order book liquidity and the rise of daily options in Europe. Risk Management: Why "holding through the weekend" has become a dangerous game for professional traders in a 24/7 news cycle. Whether you're trading DAX, Bunds, or looking for cross-border volatility opportunities, this episode provides the "new" rules for an evolving, headline-driven market.
In this episode of The European Market Brief, Mark Longo is joined by Dr. Russell Rhoads (IU Kelley School of Business), Steve Sosnick (Interactive Brokers), and Matt Riley (Eurex) to dissect a rapidly shifting landscape. With the Iran conflict crossing the one-month mark, the panel explores why the "shock and awe" expectations of a quick resolution have evaporated, replaced by fears of a lingering market impact through the end of the year. Key Topics Covered: The VSTOXX 30-Handle: We haven't seen these levels in a year. Is the current spike justified, or are traders "once bitten, twice shy" after the quick recoveries of 2025? The Great Divergence: Why the U.S. and Europe are splitting on rate expectations—from "endless cuts" to potential hikes. Free Data for the "Eurex-Curious": Steve Sosnick breaks down Interactive Brokers' new initiative providing free real-time Eurex data for retail and institutional traders. Rotation vs. Repatriation: Is the "Sell America" trade real? Why investors are looking at the STOXX 600 for value and diversification away from the Mag 7. The Red Phone: The team answers listener questions on the Brent/WTI spread and whether the U.S. Midterms are actually being priced into European vol. This episode is brought to you by Eurex—the home of Euro STOXX, VSTOXX, DAX, and European rates derivatives.
Connect With Me / Free Tips & Webinarshttps://www.learnwithstanley.comGet our Book "Value Investing in Asia"Book Depository: https://bit.ly/3eQg43cAmazon: https://amzn.to/2xXCTRAAll views or opinions articulated on the website and offical portal are expressed in our personal capacity and do not in any way represent those of the company, our employers and other related entities. All posts and published materials made do not constitute to being investment advice or recommendations. We do not take responsibility whatsoever for any loss or damage of any kind incurred from opinions or facts made from this website. We do not take responsibility for any factual inaccuracies error that we might made. All posts may be edited in the future.
In today's Daily Fix:A new Switch 2 is reportedly coming to the European market, this time with a replaceable battery. This is likely to bring the console in line with European guidelines that require rechargeable batteries in devices to be easier to repair or replace. The Joy-Con 2 will also be getting replaceable batteries. There's no word on if this new model will debut outside of Europe. In other news, Crimson Desert sales are off to a strong start, with around 2 million copies sold in less than one day. This is despite some tepid reviews criticizing the buggy state of the game. Resident Evil Requiem has also crossed a sales milestone, becoming the best-selling game of 2026 so far. And in more somber news, Hollywood legend and martial arts icon Chuck Norris has passed away at the age of 86. Or as the internet is convinced, he actually died years ago and Death finally caught up to him.
The trading landscape for European rates has shifted violently in just a matter of weeks. In this episode of The European Market Brief, host Mark Longo sits down with two industry experts to dissect the sudden pivot from rate-cut expectations to a reality where rate hikes are back on the table. Joining the program are Dan Collins, Head of Futures and Options Rates at Aurel Partners, and Andreas Stillert, Vice President and Global Product Lead for Short-Term Interest Rate (STIR) Products at Eurex. Together, they break down the "dual system" of Euribor and ESTR, the dramatic flip in option skew from calls to puts, and how geopolitical turmoil in the Middle East is refueling inflation fears across the pond. In this episode, we explore: The ESTR vs. SOFR Dynamic: Understanding the nuances of the European risk-free rate versus its US counterpart. The Great Pivot: Why the market went from 100% certainty of rate cuts to pricing in potential hikes by year-end. Volatility & Skew: Analyzing the "unthinkable" shift in the options market over the last fortnight. Listener Q&A: We tackle "The Red Phone" questions regarding private credit risks in Europe and the mechanics of the ESTR/repo basis trade.
The trading day doesn't start at the bell—it starts with the data. In this episode of The European Market Brief, Mark Longo heads across the pond to dive deep into the mechanics of the European rates market. He is joined by an expert panel featuring Dr. Russell Rhoads (Indiana University), Rex Jones (Eurex), and Mingyue Xin (Deutsche Bank) to break down one of the most critical yet misunderstood periods in the derivatives calendar: The Roll. Inside this episode: The "Jelly Roll" Debate: Why the transition from March to June is a "subculture" unto itself in the rates market. The Art & Science of the Roll: Finding the "sweet spot" for execution and avoiding the pitfalls of being a late roller. US vs. EU Rates: Structural differences in delivery dates and how they impact your portfolio. Basis Trading 101: Why hedge funds are fixated on the basis trade and how to understand "Net Basis." Cheapest to Deliver (CTD): Understanding the delivery basket and the conversion factor for Bund, Bobl, and Schatz. Whether you're a seasoned pro or new to the rates complex, learn how to navigate the cross-border volatility and innovation that makes the European marketplace so fascinating.
Is the "Zero Day" infection spreading across the pond? In this episode, we dive deep into the heart of the Eurozone to see how record levels in the DAX and the explosion of 0DTE options are reshaping the landscape for retail and institutional traders alike. Host Mark Longo is joined by a powerhouse panel to break down the macroeconomic shifts, sector rotations, and the structural innovations making European derivatives more accessible than ever. In This Episode: The 0DTE Contagion: Lex Luthringshausen (Tradier) explains why European traders are beaming into US markets to sling intraday iron condors and how that behavior is translating to cash-settled European indices. DAX to the Max: Eugen Mohr (Eurex) breaks down the "Conservative Shift" in German politics under the new Chancellor and how government spending in the defense and industrial sectors is driving the DAX 40 to record heights. The Economic Cycle: Dr. VSTOXX himself, Russell Rhoads, analyzes why the DAX might offer more "juice" than the S&P 500 in 2026 and why the "Potholes" in the US economy might make European exposure a smoother ride. German Engineering vs. Italian Style: A heated debate on the automotive sector—from BMW and Mercedes to the "Poster Car" aesthetics of Italian design. Micro-Sizing the Market: Why notional size matters and how the Micro-DAX (at just 1 Euro per point) is becoming the ultimate tool for retail risk management. The Red Phone: The panel tackles listener questions on Eurex 0DTE liquidity, "Weekend Risk" trades using V-Stocks, and Tradier's unique "All You Can Trade" subscription model. The Panel: Mark Longo: Founder, The Options Insider Media Group Dr. Russell Rhoads: Clinical Professor at the Kelley School of Business, Indiana University Eugen Mohr: Product & Business Development Specialist at Eurex Lex Luthringshausen: SVP of Business Development at Tradier Resources Mentioned: The Leap Trading Competition: Join over 50,000 traders in the Eurex/TradingView paper trading challenge. Visit eurex.com/competition . Learn More About Eurex: eurex.com
Is it time to diversify beyond the U.S. and take the "Leap" into European markets?
While European stocks slide on trade tensions and tariff fears, Bayer shares are moving higher. Dan Koh and Ryan Huang explain the US Supreme Court decision behind the rally, what the Roundup appeal means for long-running cancer lawsuits, and why this legal development could change the company’s outlook.See omnystudio.com/listener for privacy information.
The trading day doesn't start when the opening bell rings. In this inaugural episode of 2026, Mark Longo is joined by a powerhouse panel to dissect a wild 2025 and forecast the trends shaping the European derivatives landscape in the year ahead. Inside This Episode: 2025 Retrospective: Why European financials and defense sectors outperformed the US mega-cap tech narrative. The Defense Boom: A look at the unprecedented returns in European defense indices (some up nearly 100%) and whether the momentum can survive potential geopolitical shifts. Banking on Europe: Why the STOXX Europe 600 Banks index returned a staggering 76% in 2025 and how the diversification of European mega-caps offers a unique play compared to US financials. Volatility Outlook: Russell Rhoads breaks down the VIX vs. VSTOXX and explains why the US remains the primary source of global "anticipatory" volatility. New Product Alert: Sophie Granchi (Eurex) discusses the shift toward Industry Futures and the demand for thematic trading in a de-globalizing world. The Red Phone: Listener Q&A The panel answers your burning questions on: Relative Value Trades: How to play the narrow calendar spreads in VSTOXX vs. the wider spreads in VIX. Institutional Rotation: Is the heavy volume in European Bank futures a "higher for longer" play or a flight from US markets? The Divergence Myth: Is the gap between the S&P 500 and STOXX cyclical or a permanent shift in global equity performance? Featured Guests: Mark Longo: Founder & CEO, The Options Insider Media Group Russell Rhoads: Kelly School of Business, Indiana University (a.k.a. Dr. VSTOXX) Sophie Granchi Head of Equity & Index Sales (EMEA), Eurex Arun Singhal: Global Head of Index Product Management, STOXX
What defined European markets in 2025, and what trading trends will dominate 2026? In this year-end episode of the European Market Brief, host Mark Longo joins industry experts from Eurex, Advantage Futures, and Indiana University for a deep dive into market performance and future outlooks. The panel moves beyond a simple review to analyze surprising shifts in market structure, from the explosion of prediction markets to the demand for 24-hour trading access. Tune in to hear the panel discuss: 2026 Market Predictions: Where the experts see European opportunities next year. Volatility Strategies: Why interest in trading volatility remained high in 2025. Futures Debates: The evolving roles of cash vs. physically settled futures. New Frontiers: Opportunities in credit indices and round-the-clock trading. Featured Guests: Russell Rhoads, Indiana University Kelley School of Business Mike O'Malley, Advantage Futures Lee Bartholomew, Eurex
In this episode of the European Market Brief, the discussion centers on navigating the European derivatives markets and managing market risk. Host Mark Longo is joined by experts Matt Koren (Eurex), Mark Wator (Barchart), and Russell Rhoads (Kelley School of Business at Indiana University) to provide in-depth volatility trading analysis. Key topics include the nuances and trading opportunities within the V-STOXX index (Europe's leading volatility index), its direct comparison to the VIX, and the evolving analytic tools and derivatives market data provided by Barchart. Other highlights cover insights into real-time trading activities, the influence of major European market events, and future plans for new financial products, particularly in options and volatility trading. The episode wraps up with answering listener queries about V-STOXX data sources and proven trading strategies.
HOST: Mark Longo, The Options Insider CO-HOST: Dr. Russell Rhoads, Indiana University Kelley School of Business CO-HOST: Davide Masi, Eurex CO-HOST: Fateen Sharaby, Bloomberg Index Product This episode of the European Market Brief focuses on the growing interest and key trends in the European credit derivatives market. They delve into the specifics of credit index futures, covering product offerings, market dynamics, and key use cases for institutional and retail investors. The episode also touches on the implications of recent market volatility, the integration of ETF and futures markets, and the evolving landscape of electronic trading.
HOST: Mark Longo, The Options Insider GUEST: Russell Rhoads, Indiana University's Kelley School of Business GUEST: Philipp Schultze, Eurex GUEST: Ryan Pitylak, NinjaTrader This episode offers an in-depth look at the European derivatives markets. Topics discussed encompass differences between the European and U.S. market structures, the role of economic data, retail trading trends, European-style settlement origins, and the future outlook for European markets. The episode also addresses specific questions from listeners about the European crypto marketplace, warrants, and the term structure of VIX versus VSTOXX.
**In this episode, Dr. Lisa Faast sits down with Craig Presser and Ryan from Skinesa to explore how a dermatologist-developed probiotic is redefining skin health — and helping independent pharmacies grow revenue through innovative wellness solutions. In this conversation: -How Skinesa supports acne, eczema, and rosacea through the gut-skin connection -The science behind dermatology probiotics and what makes Skinesa unique -How pharmacies can easily integrate Skinesa into their supplement lineup -Education strategies to help patients understand gut and skin wellness** **Show Notes:** 1. **Intro** [0:00] 2. **Introduction to Skinesa and Its Unique Probiotic** [0:01] 3. **Clinical Breakdown and Research Background** [2:57] 4. **Challenges and Efficacy in the European Market** [4:45] 5. **Personal Experiences and Clinical Insights** [7:11] 6. **Business Opportunities for Independent Pharmacies** [11:04] 7.**Marketing and Distribution Strategies** [14:24] 8.**Patient Testimonials and Clinical Evidence** [15:21] 9.**Conclusion and Contact Information** [18:50] **Website mentioned in this episode:** Contact Skinesa https://www.skinesa.com/ ----- #### **Becoming a Badass Pharmacy Owner Podcast is a Proud to be Apart of the Pharmacy Podcast Network**
Host: Mark Longo, The Options Insider Media Group Panelist: Eugen Mohr, Eurex Panelist: David Russell, TradeStation Panelist: Russell Rhoads, Indiana University Kelley School of Business In this episode, the panel discuss the intricate details of the DAX complex, exploring its evolution from the original contract to the introduction of mini and micro futures. They highlight the significance of different contract sizes and how they cater to varying investor needs, especially retail investors. They also discuss liquidity, market strategies, and future trends. And, the impact of zero DTE options on the European market is also examined, along with a focus on VSTOXX and their role during market volatility. Listeners get a comprehensive overview of trading opportunities, market behavior, and strategic insights to navigate the European derivatives landscape effectively.
APAC stocks were mixed following the rebound on Wall St; Japan underperformed on return from holiday/reacted to the ruling coalition split.China's MOFCOM announced that it is taking countermeasures against five US-linked firms; said the US cannot have talks while threatening new restrictions.European equity futures indicate a mildly lower cash market open with Euro Stoxx 50 futures down 0.2% after the cash market closed with gains of 0.7% on Monday.DXY is a touch softer, antipodeans lag, JPY picked up as the risk sentiment soured, EUR/USD is on the rise and eyeing 1.16.French PM Lecornu's government is to present a budget aiming to reduce the deficit to 4.7% by end-2026, according to La Tribune.Looking ahead, highlights include UK Unemployment/Wages (Aug), German ZEW (Oct), US NFIB (Sep), IEA OMR, Fed Discount Rate Minutes, ECB's Cipollone & Villeroy, BoE's Bailey & Taylor, Fed's Powell, Waller, Collins & Bowman, BoC's Rogers, RBA's Hunter & Hauser, Supply from Netherlands, Italy & GermanyEarnings from BlackRock, JPMorgan, Goldman Sachs, Citi, Wells Fargo, Johnson & Johnson, Bellway & LVMH.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump announced on Friday that the US is to impose a tariff of 100% on China beginning on November 1st, which will be over and above any tariffs that they are currently paying, while US export controls on critical software will also start on November 1st.US President Trump posted on Sunday, “Don't worry about China, it will all be fine! Highly respected President Xi just had a bad moment. He doesn't want Depression for his country, and neither do I. The U.S.A. wants to help China, not hurt it!!!”APAC stocks began the week in the red as the region reacted to last Friday's Trump tariff threats and the subsequent Wall St sell-off, although US equity futures rebounded due to the softer tone from Trump over the weekend, while Japanese markets were shut for a holiday.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.3% after the cash market closed with losses of 1.7% on Friday.US BLS said it will publish the September CPI report on Friday, 24th October 2025, at 08:30EDT/13:30BST.Looking ahead, highlights include German WPI (Sep), OPEC MOMR, Speakers including BoE's Mann, Fed's Paulson & RBA's Hauser. Holidays: US Columbus Day (US bond market will be closed) & Canadian Thanksgiving.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Host: Mark Longo, Owner and CEO of The Options Insider Media Group Featured Guests: Russell Rhoads, Associate Clinical Professor at Indiana Kelley School of Business Matt Amberson, Principal and Founder of ORATS (Options Research and Technology Services) Daniel Murillo, Associate Vice President and US Sales Manager for Market Data and Services at Deutsche Börse (Eurex) For traders looking across the pond, data access is the key to unlocking opportunities. In this episode, our panel tackles the challenges of finding, analyzing, and utilizing quality European derivatives market data. On the Agenda: Data Deep Dive: Where can retail and professional traders find reliable, cost-effective data for Eurex products like EURO STOXX 50, DAX, and VSTOXX? Guests highlight essential free and paid resources. Backtesting the Continent: ORATS's Matt Amberson details how the unique, often sideways movement of European stocks offers different—and sometimes better—backtesting results for strategies like covered calls compared to the U.S. market's long bull run. The Race for Speed: Daniel Murillo of Eurex shares an insider look at the exchange's data services, including T+1 flows and new picosecond-level timestamping for High-Frequency Traders. VIX vs. VSTOXX: Russell Rhoads analyzes the difference in the futures term structure between VIX and VSTOXX, revealing why the European volatility index offers unique trading dynamics, especially as the U.S. trading day slows down.
With Mike out on the road, Jesse is joined by Alex AKA Clever Cuban Cards to talk about the latest sports card market updates. Grading changes with PSA, expansion into Europe, and Topps' release frequency are all on the docket. PSA's pricing and turnaround times have been a hot topic of conversation over the last week, which Jesse and Alex reflect on. They also discuss the booming market for Pokémon cards, the impact of player likability on card value (Aaron Rodgers), and the challenges of maintaining affordability in the hobby. Be sure to check out Mike's eBay Live tonight with DC Sports 87! And, tune into The Hobby Handbook with Clever Cuban Cards each Thursday. Learn more about your ad choices. Visit megaphone.fm/adchoices
APAC stocks eventually traded mostly firmer following the positive Wall Street performance on Friday, albeit participants remain cautious ahead of a risk-packed week that culminates with Friday's US jobs report.US President Trump said he will discuss the looming government shutdown with congressional leaders on Monday and believes Democrats may want to make a deal; he added that if Democrats refuse to make a deal, "the country closes", according to Reuters.The Trump administration is reportedly considering tariffs on foreign electronic devices based on the number of chips in each device, according to Reuters sources.OPEC+ will likely raise oil production quotas by at least 137k bpd at its October 5th meeting, according to Reuters, citing sources.European equity futures are indicative of a firmer cash open with the Euro Stoxx 50 future +0.3% after cash closed +1.0% on Friday.Looking ahead, highlights include Spanish CPI Flash (Sep), EZ Sentiment (Sep). ECB's Cipollone, Muller, Kazaks, Schnabel, Lane, BoE's Ramsden, Fed's Waller, Hammack, Musalem, Williams, Bostic, and UK Chancellor Reeves. Events include Bank of Israel Announcement, Labour Party Conference (29th Sept - 1st Oct). Earnings from Jefferies, Carnival.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
BoJ kept rates unchanged at 0.50%, as expected, but surprised markets with the announcement to begin selling ETF and J-REIT holdings.US President Trump said he will be harsh if he has to ask Russian President Putin for a ceasefire, but it doesn't feel like the time to do so.US President Trump reportedly seeks to speed up large power projects to meet AI demand.APAC stocks traded mixed as the region only partially sustained the momentum from Wall St, where the S&P 500, DJIA and NDX climbed to fresh record highs.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures flat after the cash market closed with gains of 1.6% on Thursday.Looking ahead, highlights include UK Retail Sales (Aug), German Producer Prices (Aug), Canadian Retail Sales (Jul), Quad Witching, Trump-Xi phone call, Speakers include BoJ Governor Ueda, Speakers including ECB's Lagarde, Fed's Daly, Miran, & Former Fed President Bullard.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
This week, I sat down with my colleague, L. Claire Hansen, a Legal Intern here at B&C and Regulatory Analyst for The Acta Group (Acta®), B&C's consulting affiliate, to discuss the European Union Deforestation Regulation (EUDR). With its fast-approaching December 31, 2025, effective date, U.S. product exporters to the European Market whose goods contain seven commodities -- cocoa, coffee, cattle, palm oil, soy, wood, and rubber, and those products made from them listed in Annex 1 -- need to be keenly aware of this regulation and prepare to comply with it. I discuss with Claire the basic requirements of the regulation, who is in scope, the costs of non-compliance, and how best to prepare for the effective date. ALL MATERIALS IN THIS PODCAST ARE PROVIDED SOLELY FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES. THE MATERIALS ARE NOT INTENDED TO CONSTITUTE LEGAL ADVICE OR THE PROVISION OF LEGAL SERVICES. ALL LEGAL QUESTIONS SHOULD BE ANSWERED DIRECTLY BY A LICENSED ATTORNEY PRACTICING IN THE APPLICABLE AREA OF LAW. ©2025 Bergeson & Campbell, P.C. All Rights Reserved
This episode delves into the world of European dividends and the specialized futures and options markets used to trade them. Host Mark Longo is joined by Dr. Russell Rhoads (Indiana University), Lorena Dishnica (Head of Dividend Products, Eurex), and Sahand Taghizadeh (Head of Investable Stocks Benchmarks, STOXX). Key Differences: Unlike the U.S. with its quarterly payments and buyback culture, Europe favors annual dividends, with a "dividend season" in spring/summer. Dividend Futures: Eurex pioneered a listed market for dividend derivatives in 2008. These products allow traders to isolate and hedge dividend risk, which is a key need for banks that issue structured products. Analyzing the Market: The most liquid contracts are the annual Decembers. They can be used to gauge the market's fundamental outlook, as their prices are sensitive to corporate cash flow forecasts and macroeconomic events. The Curve: The European dividend futures curve often shows a downward slope, known as backwardation, reflecting the heavy hedging activity. Listener Question: A listener asks about smaller contract sizes. While dividend futures are not yet micro-sized, the options on them offer a way for traders to manage their capital commitment.
Fed cut rates by 25bps to 4.00-4.25%, as expected, citing a shift in risk balance. Bowman and Waller joined consensus, calling for a 25bps reduction; new Governor Miran dissented, preferring a 50bps cut.Nine of the 19 Fed officials see two additional cuts in 2025, two see one cut, and six see no more reductions.Fed Chair Powell said he doesn't feel the need to move quickly on rates, and that “you could think of the cut as a risk management cut”, and that decisions will be taken on a meeting-by-meeting approach.Markets saw an initial dovish reaction to the FOMC statement followed by a hawkish reversal heading into and during Chair Powell's press conference. Fed rate cut in December still fully priced in.APAC stocks traded mixed following the choppy reaction to the FOMC meeting; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.5%.Looking ahead, highlights include US Jobless Claims, New Zealand Trade Balance (Aug), BoE Announcement, Norges Bank Announcement, SARB Announcement, Speakers include ECB's Lagarde, de Guindos, Nagel & Schnabel, US President Trump & UK PM Starmer press conference, Supply from Spain, France & US, Earnings from FedEx & Lennar.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
APAC stocks traded mixed amid some cautiousness ahead of upcoming risk events and despite the fresh record levels on Wall St.US Appeals Court declined to allow Trump to remove Federal Reserve Governor Cook; Cook can attend the FOMC's September 16th-17th meeting.US Senate voted 48-47 to confirm US President Trump's Fed nominee Miran to join the Fed board.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 future +0.1% after the cash market closed with gains of 0.9% on Monday.DXY is a touch softer, extending on yesterday's downside. JPY marginally outperforms, whilst antipodeans lag.Crude futures marginally extended on the prior advances. 10yr UST futures plateaued overnight after catching a bid yesterdayLooking ahead, highlights include UK Jobs Report (Jul), Italian CPI Final (Aug), EZ Industrial Production (Jul), Labour Costs (Q2), German ZEW Survey (Sep), US Retail Sales (Aug) and Industrial Production (Aug), Import Prices (Aug), Atlanta Fed GDP, Canadian CPI (Aug), RBA's Hauser & ECB's Escriva, Supply from Germany, UK & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Welcome to the European Market Brief, Episode 8! In this episode, we dive into a transatlantic financial showdown, comparing the European and U.S. markets. Join Mark Longo and special guests Russell Rhoads, Christoph Schon, and Zubin Ramdarshan as they explore everything from market concentration and volatility to the surprising resurgence of the European defense sector. Key Discussion Points & Timestamps [00:03:52] - Introducing the Panelists Host Mark Longo, CEO and founder of The Options Insider Radio Network Russell Rhoads, also known as "Dr. VSTOXX," from Kelley School of Business - Indiana University Christoph Schon, Lead Principal at SimCorp Zubin Ramdarshan, Global Co-Head of Derivatives Products and Markets at Deutsche Börse [00:10:07] - The US vs. European Market Structure [00:13:30] - Sector Trading in Europe [00:16:30] - The Small-Cap vs. Large-Cap Debate [00:18:48] - Recent Market Performance [00:23:38] - The Impact of US Headlines on Europe [00:27:10] - The European "Tech" Sector Analogs [00:29:40] - The Role of Earnings Season in Europe [00:32:04] - The Rise of the European Defense Sector [00:36:54] - Final Takeaways [00:41:26] - The Red Phone: Listener Q&A Regarding the Spread between VIX and VSTOXX & Zero-Day Options in Europe Where to Find Our Guests Christoph Schon: Learn more about his research and insights at https://simcorp.com/resources/insights. Zubin Ramdarshan: Connect with Zubin on LinkedIn (Zubin Ramdarshan) or explore product details at Eurex.com. Russell Rhoads: Follow Russell's research and commentary on Twitter: @RussellRhoads.
In this episode, the discussion centers around the basics of futures trading, including contract sizes, expiration, and margin requirements. Guests Russell Rhoads (Kelley School of Business, Indiana University), Rich Excel (Gies College of Business, University of Illinois) and Sascha Semroch (Eurex) join the talk, providing insights into how futures compare to stocks, the concept of contango and backwardation, and the nuances of trading VIX versus VSTOXX. The episode also addresses listener questions, covering topics such as the FX market in Europe, potential volatility catalysts in the EU, and strategies for trading VSTOXX. 01:22 Welcome to the European Market Brief 03:38 Meet the Experts: Russell Rhoads, Rich Excel & Sascha Semroch 06:13 Continental Conversations: Diving into Futures 06:54 Futures 101: Basics and Nuances 18:10 Understanding Futures Pricing and Expiration 21:30 Margin Rates and Capital Efficiency in Futures 26:32 Options on Futures: A Deeper Dive 28:38 Analyzing Volatility Futures in US and Europe 29:09 The Evolution of VSTOXX as a Standalone Product 30:31 Systematic Approaches to Trading VIX and VSTOXX 32:04 Pricing Nuances in VSTOXX and VIX Futures 34:46 Comparing Futures and Traditional Asset Classes 37:59 Final Thoughts on Futures Trading 43:50 Listener Questions: FX Market and VSTOXX vs VIX
This week on Fresh from the Field Fridays from The Produce Industry Network and AgLife Media—Dan the Produce Man and Ross the Produce Boss are live in Monterey at the IFPA Foodservice Summit!Ross is just back from Europe with great photos and stories from produce markets abroad. Dan's got summer treats like Angelcots, Japanese honeydew, and more, plus the latest from this year's IFPA Food Show.It's all happening on Fresh from the Field Fridays—so tune in and turn on!
This week on Fresh from the Field Fridays from The Produce Industry Network and AgLife Media—Dan the Produce Man and Ross the Produce Boss are live in Monterey at the IFPA Foodservice Summit!Ross is just back from Europe with great photos and stories from produce markets abroad. Dan's got summer treats like Angelcots, Japanese honeydew, and more, plus the latest from this year's IFPA Food Show.It's all happening on Fresh from the Field Fridays—so tune in and turn on!
In episode six of the European Market Brief, host Mark Longo is joined by guests Russell Rhoads (Indiana University), Nicolae Raulet (Eurex), Shawn Creighton (FTSE Russell), and Sandra Brekalo (Crypto Finance) to discuss the latest trends in the European derivatives and crypto markets. The episode covers the rise of crypto futures and options, institutional interest in crypto, recent price movements in Bitcoin and Ethereum, regulatory developments in the US and Europe, as well as the impact of AI on the crypto space. The hosts also dive into listener questions about staking rewards for Ethereum and share bold predictions for the future of the market. 01:22 Welcome to the European Market Brief 03:40 Meet the Guests 07:50 Diving into Crypto 09:00 Crypto Product Offerings at Eurex 14:17 FTSE Russell's Role in Crypto Benchmarks 19:07 The Evolution of Crypto Futures and Options 22:05 Current Trends in the Crypto Market 30:23 Institutional Demand for Crypto 35:03 Customer-Driven Exchange and Product Development 35:46 Institutional Demand and Crypto Market Dynamics 37:09 Indexing and Bite-Sized Products 38:53 Regulatory Uncertainty and Institutional Adoption 39:42 Evolution of Crypto Assets and Market Trends 44:02 Regulatory Developments in Europe and the US 49:09 Future Outlook and Bold Predictions 56:07 Listener Questions and Staking Rewards 59:01 Closing Remarks and Resources
This episode dives deep into the German derivatives markets, particularly focusing on the DAX index. Hosts and guests discuss the composition of the DAX, trading opportunities, and its significance to the European economy. The discussion includes insights from Tobias Inger of Eurex, who elaborates on the total return index and margin requirements. Morad Askar of Edge Clear shares his experiences and observations on trading the DAX, highlighting interest trends among US traders. Russell Rhodes provides comparative analysis with US markets, shedding light on near-dated options performance and market volatility. The episode also addresses listener questions about the impact of the Euro on FX trading and explores the implications for both European and global markets. 03:54 Meet the Guests 10:05 Continental Conversations: Focus on Germany and the DAX 12:09 DAX Market Insights and Trading Opportunities 22:16 DAX Futures and Options: Trading Strategies 28:30 DAX Margin Insights 31:07 Opportunities in the German Markets 31:38 European Derivatives Market Update 32:16 Trading Strategies and Client Perspectives 36:47 Micro and Mini DAX Contracts 44:16 Listener Questions: European FX Market 51:19 Conclusion and Resources
On this episode of Chit Chat Stocks, we speak with Tyler Crowe of the Motley Fool and Misfit Alpha newsletter, diving into some recent IPO stocks that have hit the market. We discuss:(00:00) Introduction to IPOs and Misfit Alpha(02:15) CoreWeave: Business Model and Market Position (CRWV)(12:40) Chime Financial: Disrupting Traditional Banking (CHYM_(32:39) E-Toro Group: A Global Brokerage Perspective (ETOR)(37:37) Opportunities in the European Market(42:52) Understanding Circle's Business Model (CRCL)(53:47) The Advantages of Stablecoins(58:01) Ranking Investment Interests(01:02:07) Lessons for Investors in IPOsSUBCSRIBE TO MISFIT ALPHA: https://www.misfitalpha.com/chitchat*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
This episode of 'The European Market Brief' introduces listeners to the European derivatives and fixed income markets. Hosted by Mark Longo from the Options Insider Radio Network, the show delves into trading strategies, liquidity, and market trends specific to European rates, comparing them with US counterparts. Guests Russell Rhodes (Indiana University), Rex Jones (Eurex), and James Sewell (Marex) offer valuable insights into products like BUN, BOBL, and SCHATZ futures, and discuss recent market activities, including the impact of potential massive fiscal spending in Germany and ongoing global geopolitical tensions. The episode also covers the transition from LIBOR to alternatives like EUROSTR, providing listeners with a comprehensive understanding of current opportunities and challenges in the European trading landscape. 01:22 Welcome to the European Market Brief 02:32 Episode 4 Kickoff and Listener Appreciation 03:53 Guest Introductions: Russell Rhodes and Rex Jones 07:06 Guest Introduction: James Sewell 08:41 Continental Conversations: Exploring European Rates 10:14 Diving into European Rates Products 16:51 Comparing US and European Rates Markets 19:43 Liquidity and Trading Hours in European Rates 26:05 Open Interest and Speculative Activity 31:24 LIBOR Transition and New European Rates Products 33:14 Regional Differences in Interest Rates 33:51 Issues with LIBOR and Transition to New Rates 34:44 European Rate Products and Market Gaps 36:38 Short-Term Euro Interest Rate Futures 39:06 Option Strategies in European Rates 43:29 Divergence Between US and European Rates 51:44 Impact of German Fiscal Policies on Rates 53:56 Future Trading Opportunities and Market Catalysts 58:05 Conclusion and Contact Information
APAC stocks traded mixed in choppy fashion following a similar session on Wall Street, with overnight newsflow relatively light as Israel and Iran seemingly continued to observe the ceasefire.US President Trump may accelerate the announcement of a successor to Fed Chair Powell, according to WSJ sources.Chinese state planner official said with policy implementation and introduction, "we are confident and capable of minimising the adverse impacts from external shock", according to Reuters.HKMA bought HKD 9.42bln as the Hong Kong dollar hit the weak end of its trading range, marking the first such intervention since 2023 to defend the currency peg.Micron (MU) said there may have been some tariff-related pull-ins by certain customers; customer inventory levels have been healthy overall across end markets.Looking ahead, highlights include German GfK Consumer Sentiment, US Durable Goods, GDP Final (Q1), PCE (Q1), Jobless Claims, National Activity Index, Advance Goods Trade Balance, Wholesale Inventories, Banxico Policy Announcement, ECB's de Guindos, Schnabel, Lagarde; BoE's Bailey, Breeden; Fed's Daly, Barkin, Hammack, Barr, Kashkari, supply from US, Earnings from Walgreens, Nike, H&M.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In this episode of the European Market Brief, the host Mark Longo along with guests Russell Rhodes (Indiana University Kelley School of Business), Sophie Granchi (Eurex), and Patrik Herrmann (STOXX) delve into European derivatives markets, highlighting major indices like the Euro STOXX 50 and STOXX Europe 600. The discussion covers strategic insights into the unique trading opportunities and challenges in European equity markets compared to the US, touching on volatility trends and sectorial investments. The panel also answers listener questions, comparing VSTOXX with VIX, and explaining the impact of geopolitical events on volatility indices. 01:04 Welcome to the European Market Brief 02:31 Episode Three Kickoff & Meeting the Hosts and Guests 06:48 Diving into European Indices 08:48 Comparing European and US Markets 11:36 Exploring the Stocks Europe 600 19:50 Accessing European Markets 23:51 Overnight Desk: Market Activity 26:42 European Defense Sector Awakens 27:09 End User Insights from Sophie Granchi 27:59 Market Volatility and Client Behavior 30:03 Premium Harvesting in European Markets 32:39 VSTOXX and Volatility Trends 38:57 Listener Questions and Feedback 48:03 Closing Remarks and Resources
In this episode of the Additive Snack Podcast, host Fabian Alefeld welcomes Carolyn Schwaar, the editor of All3DP.com. Together, they explore current trends in additive manufacturing, the transition of hobbyists to professionals, and the role of platforms like All3DP and Kraft Cloud in the industry. Carolyn shares success stories from readers who have integrated 3D printing into their professional lives, the impact of tariffs on the industry, and the importance of reliable resources for learning about additive manufacturing. They also discuss the rise of specialized contract manufacturers and how the accessibility of 3D printing services is transforming various sectors. Comments about the show or wish to share your AM journey? Contact us at additive.snack@eos-na.com. The Additive Snack Podcast is brought to you by EOS. For more information about ALL3DP, visit their website and connect with Carolyn Schwaar on LinkedIn. 01:51 Overview of All3DP.com 03:01 Craft Cloud and 3D Printing Services 04:41 Transition from Hobbyist to Professional 07:48 Resources for Industrial Additive Manufacturing 12:29 Contract Manufacturing Insights 18:20 Global Trends and Tariffs Impact 30:09 European Market and Defense Applications 34:40 Favorite Additive Manufacturing Stories
In this episode, host Mark Longo is joined by guests Russell Rhodes (Indiana University Kelley School of Business), Damien Zinck (Eurex), and Nick Cassano (Tradier) to delve into the dynamic world of European derivatives markets. The discussion encompasses various aspects such as the Euro STOXX 50 index, DAX futures, VSTOXX volatility index, and innovative trading strategies like one-by-two call spreads. The episode highlights the impact of market volatility driven by global trade wars and geopolitical factors on European markets. The experts also share insights into sector-specific futures and the growing interest in European derivatives among US investors. 01:22 Welcome to the European Market Brief 02:31 Episode Two Kickoff and Guest Introductions 07:26 Diving into the Euro Stocks 50 13:51 Exploring the DAX and Micro Contracts 17:42 Trading Strategies and Leverage in Futures 18:58 Understanding VSTOXX and Volatility 27:34 VSTOXX vs VIX: A Comparative Analysis 28:26 European Derivatives Market: Current Trends 29:13 Impact of Trade Wars and Geopolitics 36:20 Sector Futures and Trading Opportunities 42:33 Volatility Trading Strategies 46:07 Listener Feedback and Closing Remarks
In this inaugural episode of The European Market Brief, Mark Longo, from The Options Insider Radio Network, along with guests from EUREX, Interactive Brokers, and SimCorp, delve into the complexities of the current European derivatives markets. The episode covers how European markets have responded to recent tariff developments, with a specific focus on trading strategies, market insights, and volatility trends. Notable guests include Matt Koren from EUREX, Steve Sosnick from Interactive Brokers, and Melissa Brown from SimCorp, discussing everything from the impact of tariffs to the distinctions between US and European indices, and the importance of diversification in current markets. This episode also explores the potential longevity of the current trade detente and what investors should monitor moving forward. 00:00 Introduction to Options Insider Radio Network 00:53 Welcome to the European Market Brief 01:58 Inaugural Episode Kickoff 03:59 Meet the Experts 04:36 Understanding EUREX and European Markets 09:16 Impact of Tariffs on European Markets 22:09 Volatility in Global Markets 26:03 Navigating Market Volatility 27:07 Impact of Trade Wars on Volatility 28:33 Understanding VSTOXX and Its Market Impact 32:17 Retail Investors' Reactions to Market Changes 33:48 Comparing VIX and VSTOXX 37:35 Future Market Outlook and Diversification 47:45 Conclusion and Resources
Steve Gruber discusses news and headlines
Strategists Thomas Mucha and Nick Wylenzek discuss the regime shift in European markets, focusing on deglobalization, tighter monetary policy, and increased government intervention. They explore the impacts on sectors like defense, energy, and the evolving relationship with China.Key topics:1:45 - Unpacking the European economic regime shift7:00 - Alpha potential of European markets9:15 - National security concerns among EU governments12:50 - A potential NATO split?15:20 - Sector outlooks for European equities16:45 - Europe and China relations
Rebecca Christie, senior fellow at Bruegel, joins Double Take to discuss European market dynamics, navigating through economist Mario Draghi's report on the future of European competitiveness.