The volatility spike in this episode (VIX spiking to levels not seen since COVID, and before that the financial crisis) represents the fear moment where short-term market lows are established, and subsequent consolidation behavior of the VIX will determine whether a major low is in place.

causalpending

Speaker

Patrick Sesna

Evidence Quote

we have not seen a spike of volatility of this magnitude since COVID...this is that fear moment in a market where short-term lows are established...volatility consolidates uh in the 20s or whether or not we go back into the teens [1:02:20]

Source

MacroVoices #475 Simon White: The Dawn of A New Financial OrderMacro Voices
Created: 8/11/2026, 7:06:30 AM

My Notes

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