Alexander (Alex) Altmann

speaker

337 appearances 1 recordings 1 series first heard Jul 2026 last heard 10 Jul

Alexander (Alex) Altmann’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Odd Lots · The Korean Levered ETFs Shaking Markets All Around the World · 10 Jul 2026 podcast

as an ascendant equity business, one of their main priorities was like, we need content at the center of the mindshare in order to sort of like really partner and hold hands with our clients.

And so that's when they brought me in.

And because we wanted to focus on quantifiable content as opposed to it.

So that's the backstory as to why Betty was created, because we wanted to have a market timing model that removed feels and seems.

And so it's got 19 inputs.

It's got everything ranging from real yields to spot vol correlation to looking at discretionary flows, like what are mutual fund beaters, what are hedge fund beaters, what are CTAs doing, what are vol control doing, what are level ETFs doing?

So everything from the discretionary and non-discretionary vertical, from the vol vertical, from positioning, the only thing we didn't include was sentiment indicators.

We weren't interested in feels and seems.

So there's no AII bull bear index or anything like that.

And so your question was, it's been in this record sort of warning territory now.

Yes, it has been in record warning territory.

And effectively, that's been driven by primarily momentum crowding.

And now, as you know, at the time of recording, we had a big momentum pullback over the past couple of weeks.

So that's actually sort of been relatively healthy in reselling that.

Real yields, problematic.

If you're competing for capital at the same time as between the equity market, obviously record year for issuance, possibly this year.

Government...

going to be record year of issuance, IG, record year of issuance.

Absolutely.

So if you think about what real yields effectively represent, that dynamic of that competition of capital versus equities, if you just generally look at where real yields are today,

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