Dean Curnutt
CEO, Macro Risk Advisors · Host, Alpha Exchange
“I think optionality, especially on the equity market side and more broadly, rate volume is out of step too low relative to the uncertainties. And I think that's, I have a very strong conviction there.”
“People say the S and P is the risk asset. I said the 10 year note is the risk asset.”
Dean Curnutt
One-line summary: Macro Risk Advisors CEO; tracked for rate-vol, correlation, and tail-hedging claims around the Warsh Fed.
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On rate-uncertainty-to-cme-futures-volume-toll, warsh-higher-for-longer-to-brokerage-nii-rerate:
"I think optionality, especially on the equity market side and more broadly, rate volume is out of step too low relative to the uncertainties. And I think that's, I have a very strong conviction there." — 2026-09-17-podcast-forward-guidance-the-market-is-mispricing-a-correlation-shock-dean (2026-09-14)
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On warsh-higher-for-longer-to-brokerage-nii-rerate:
"People say the S and P is the risk asset. I said the 10 year note is the risk asset." — 2026-09-17-podcast-forward-guidance-the-market-is-mispricing-a-correlation-shock-dean (2026-09-14)
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