Noel Smith
PersonHeard in 2 episodes across 2 shows since Nov 2026
Episodes
This week
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Share of the conversation
Mentions of Noel Smith per 1,000 mentions of anything, 7-day rolling, across the podcasts PodLume Trends follows.
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| Day | Share (7-day) | Mentions |
|---|---|---|
| Nov 5 | 0.09‰ | 11 |
| Nov 9 | 0.14‰ | 6 |
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What Noel Smith has said on podcasts
7 statements
The dispersion trade can rise substantially from current levels.
“that trade from these levels has got a lot of blue sky above it, which is to say it can go way, way higher.”
Open the episode · Structural Flows Will Support Stocks Until the U.S. Treasury Crisis in 2027 | Cem Karsan & Noel Smith | Kai Asset ManagementListen at 4:11
Investors generally should not buy volatility at current prices.
“I think this is a terrible time to buy volatility unless you really, really need it.”
Open the episode · Structural Flows Will Support Stocks Until the U.S. Treasury Crisis in 2027 | Cem Karsan & Noel Smith | Kai Asset ManagementListen at 8:01
Call spreads and call flies are superior to outright call buying.
“I think call spreads, call flies, which is to say buy one, sell two, buy one further up. That's a fly. Is a superior trade than just closing your eyes and buying deltas”
Open the episode · Structural Flows Will Support Stocks Until the U.S. Treasury Crisis in 2027 | Cem Karsan & Noel Smith | Kai Asset ManagementListen at 20:06
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
2 episodes featuring Noel Smith, newest first