
Great chat with my buddy @olivetrader2 as he shares his experience trading volatility in Treasuries, gold, FX and grains. Olive entered the industry trading rough rice futures and he's glad to have entered markets with considerably more liquidity. He talks about some of the correlations he watches, his delta neutral trading, delta hedging, inflation and the lack of vol in Treasuries. We spoke a bit about how negative rates killed the once vibrant JGB market in Japan and hope that we don't see the same here in the U.S. We're both looking for inflation to pick and commodity inflation in particular. Keep an eye on grains...we both sense a long-term bottom is in the works.