The VIX spiked today, but if you zoom out, we're not really at super elevated positions.
As heard by us
A blunt market check that argues fear may be outrunning valuation.
The episode sets a sharp market selloff against a steadier valuation case, pulling the VIX, MicroStrategy, digital asset treasury names, PEG ratios, and Fed liquidity into one argument.
Why you'd press play
When the market feels red, this is a calm case for staying disciplined.
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