Scott Nations

speaker

580 appearances 1 recordings 1 series first heard Jan 2026 last heard 16 Jan

Scott Nations’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 Jan 2026 with 1.

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Prof G Markets · Your Brain is the Worst Investor in the Room — ft. Scott Nations · 16 Jan 2026 podcast

Which forces are the most significant in your mind right now?

And how do you see it playing out in 2026?

The one that's going to be most important to most people is the second thing you mentioned, and that's the AI industry.

investment thesis.

I don't know if it's a bubble yet, but let's try and run down and I'll be real quick with each one.

So extraordinary volatility.

We saw that in April surrounding Trump tariffs.

Markets been very quiet.

The last was very quiet the last half of 2025.

We know it doesn't stay that way.

Volatility.

And when I talk about volatility, I generally mean

both implied volatility, that is the cost of options, how risky option traders think the next 30 or 60 days are going to be, and then realize volatility, how much the market actually bounces around.

So it hasn't bounced around very much.

It's done really well, more or less straight up.

S&P gained about 17% last year.

This is one of those things that it will stay quiet until all of a sudden it doesn't.

And there's a really geeky word about volatility.

Volatility is heteroscedastic, meaning it'll stay low for a while and then some shock will come along and it will jump and it will stay high for a while.

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