What podcasts say about Noel Smith

Every statement, with the speaker, the exact quote and the moment it was said.

What Noel Smith has said on podcasts

7 statements · 4 positive · 3 negative

on dispersion tradePositiveNov 9, 2026· Monetary Matters with Jack Farley
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.”
Listen at 4:11
Open the episode · Structural Flows Will Support Stocks Until the U.S. Treasury Crisis in 2027 | Cem Karsan & Noel Smith | Kai Asset Management
on volatilityNegativeNov 9, 2026· Monetary Matters with Jack Farley
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.”
Listen at 8:01
Open the episode · Structural Flows Will Support Stocks Until the U.S. Treasury Crisis in 2027 | Cem Karsan & Noel Smith | Kai Asset Management
on call spreads and call fliesPositiveNov 9, 2026· Monetary Matters with Jack Farley
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”
Listen at 20:06
Open the episode · Structural Flows Will Support Stocks Until the U.S. Treasury Crisis in 2027 | Cem Karsan & Noel Smith | Kai Asset Management
on market reboundNegativeNov 9, 2026· Monetary Matters with Jack Farley
The market is unlikely to bounce immediately back to Monday’s levels.
“That just does not seem likely to me.”
Listen at 21:46
Open the episode · Structural Flows Will Support Stocks Until the U.S. Treasury Crisis in 2027 | Cem Karsan & Noel Smith | Kai Asset Management
on AI-related IPOsNegativeNov 9, 2026· Monetary Matters with Jack Farley
Reduced data-center funding could compress IPO valuations and delay offerings.
“that's going to compress IPO valuations, maybe push back a date or two.”
Listen at 28:59
Open the episode · Structural Flows Will Support Stocks Until the U.S. Treasury Crisis in 2027 | Cem Karsan & Noel Smith | Kai Asset Management
on market volatilityPositiveNov 5, 2026· Thoughtful Money with Adam Taggart
Declining volatility should support markets into year-end.
“The most important part for the market going up is the vol getting sucked out going into end of year.”
Listen at 8:15
Open the episode · Crisis Is Coming In Early 2027 | Cem Karsan
on volatility-linked hedgePositiveNov 5, 2026· Thoughtful Money with Adam Taggart
A volatility-linked hedge cannot lose when volatility rises.
“the idea that volatility goes up and you don't make money is mathematically impossible”
Listen at 1:13:32
Open the episode · Crisis Is Coming In Early 2027 | Cem Karsan

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.