『European Market Brief』のカバーアート

European Market Brief

European Market Brief

著者： Mark Longo
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 The European Market Brief discusses current activity across a broad spectrum of Eurex products (e.g. EURO STOXX®, VSTOXX®, DAX®, Euro-Bund, Euro-Bobl, Euro-Schatz derivatives, etc.). We look at trading activity across Eurex’s options and futures products. The program also features special guests discussing the unique developments in each respective market.2025 個人ファイナンス 政治・政府 経済学
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  • The European Market Brief 8: Europe vs. U.S Battle Royale - Tech, Defense, & More

    The European Market Brief 8: Europe vs. U.S Battle Royale - Tech, Defense, & More
    2025/08/20

    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, Christophe 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

    • Christophe 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

    • Christophe Schoen: Learn more about his research and insights at simcorp.com/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.
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    1 時間 8 分
  • The European Market Brief 7: Exploring the Mysterious World of Futures

    The European Market Brief 7: Exploring the Mysterious World of Futures
    2025/08/13
    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
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    59 分
  • The European Market Brief 6: Navigating Europe's Crypto Landscape

    The European Market Brief 6: Navigating Europe's Crypto Landscape
    2025/07/23
    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
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    1 時間 7 分
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