Event Details:

Chomping Today’s Ghouls: Market Exuberance, Tariff Uncertainty, and USD De-Risking
Thursday, October 30, 2025
11:00 am - 12:00 pm EDT

Recent fiscal and monetary stimulus may have reignited market optimism but looming questions remain:

• Are current valuations considered exuberant? Where would financial conditions be if AI didn’t carry the growth burden?
• Can continued tariff uncertainty create indigestion for producers and consumers?
• Can US inflation expectations unhinge in a Fed cutting cycle?
• Is US fixed income sensitive to recent themes of USD debasement and sovereign de-risking? Could long-term bonds be at risk?

Join Nancy Davis, Founder and CIO of Quadratic Capital Management, for a webinar to discuss how IVOL may help investors maneuver in this environment.

Investors can submit questions ahead of time to [email protected]

1 CFP/CIMA Credit Available