The trading day doesn't start when the opening bell rings. In this inaugural episode of 2026, Mark Longo is joined by a powerhouse panel to dissect a wild 2025 and forecast the trends shaping the European derivatives landscape in the year ahead. Inside This Episode: <ul data-path-to-node="3"> <li> 2025 Retrospective: Why European financials and defense sectors outperformed the US mega-cap tech narrative. </li> <li> The Defense Boom: A look at the unprecedented returns in European defense indices (some up nearly 100%) and whether the momentum can survive potential geopolitical shifts. </li> <li> Banking on Europe: Why the STOXX Europe 600 Banks index returned a staggering 76% in 2025 and how the diversification of European mega-caps offers a unique play compared to US financials. </li> <li> Volatility Outlook: Russell Rhoads breaks down the VIX vs. VSTOXX and explains why the US remains the primary source of global "anticipatory" volatility. </li> <li> New Product Alert: Sophie Granchi (Eurex) discusses the shift toward Industry Futures and the demand for thematic trading in a de-globalizing world. </li> </ul> The Red Phone: Listener Q&A The panel answers your burning questions on: <ol start="1" data-path-to-node="11"> <li> Relative Value Trades: How to play the narrow calendar spreads in VSTOXX vs. the wider spreads in VIX. </li> <li> Institutional Rotation: Is the heavy volume in European Bank futures a "higher for longer" play or a flight from US markets? </li> <li> The Divergence Myth: Is the gap between the S&P 500 and STOXX cyclical or a permanent shift in global equity performance? </li> </ol> Featured Guests: <ul data-path-to-node="14"> <li> Mark Longo: Founder & CEO, The Options Insider Media Group </li> <li> Russell Rhoads: Kelly School of Business, Indiana University (a.k.a. Dr. VSTOXX) </li> <li> Sophie Granchi Head of Equity & Index Sales (EMEA), Eurex </li> <li> Arun Singhal: Global Head of Index Product Management, STOXX </li> </ul>

Podurama

Home

Trending

Personal

Your Podcasts

New Episodes

My Files

Favourite Episodes

Tags (Folders)

Recently Played

Bookmarks

Followed Playlists

The European Market Brief 16: Defense, Financials, and the 2026 Eurozone Outlook

The Options Insider Radio Network

AI Chapters

AI Insights

Reviews