Go to HedgeyeAM.com for more 00:00 Welcome to Ham for Lunch + introducing Brooks Cutright 02:05 June index rebalance “Super Bowl” 03:28 Mechanical pressure on Mag 7 from index rebalancing 06:11 Marvell replacing Campbell’s/Pool: how index flows work 08:25 John McNamara on systematic S&P 500 hedging
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