Hedge prices were prohibitively expensive when the VIX was above 30 during the Iran crisis, but hedge buying becomes attractive when VIX returns to the teens, creating an opportunity to build protection at reasonable cost.
factualpending
Speaker
Unidentified Speaker — Why the Food and Energy shock will outlast the War — and ho… [x3eUAWjvXl0]Evidence Quote
“it was very hard to buy hedges with the VIX above 30, and we mentioned if it gets back down into the teens, that would be a good opportunity to do so”
Source
Why the Food and Energy shock will outlast the War — and how You can position for it— Brent Johnson Milkshakes Pod | Investing • FinanceCreated: 8/12/2026, 10:20:37 PM
My Notes
Loading notes...