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 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

If there's a lot of volatility happening, that's a bad thing.

But on the other hand, as you say, it's almost...

more concerning if there's no volatility in a situation like this, because it almost tells me people don't care or they're not even bothering to price in whatever downside risk there might be as a result of invading another country or threatening the Fed chair with a criminal investigation, whatever it might be.

Would you agree with that?

I mean, one thing that I often try to figure out is why is it important to look at volatility and understand it?

How can it actually help us as investors?

I guess, would you agree with my framing that I just laid out?

I would, but I would put it this way, and I've talked about this on Twitter for the last, say, four or five years, when we've seen the price of options spike, that is implied volatility spike, and I'll try to do this without being real geeky, but there were times in the past

let's say two decades ago, if we saw, say, the VIX spike and spike meaningfully, it would take weeks or months for it to come back to a more normal level.

That's not the case anymore.

There are now so many people that are rushing into sell volatility, that is sell options,

whether it's for their own account or one of these, the mammoth number of ETFs that are now engaged in volatility selling, that we're now to the point where if the VIX spikes on Tuesday,

It's going to be very, very, very close to normal, back to normal by Thursday or Friday.

Just the legion of people who come in and sell these volatility spikes because it's always worked in the past.

They want to sell options when they're really expensive.

And it's the first cousin to buy the effing dip.

Instead, this time they're talking about sell the spike in VIX.

And it will work until it doesn't.

And some people will really be hurt.

And that's when we'll learn the lesson all over again.

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