Home
Categories
EXPLORE
True Crime
Comedy
Business
Society & Culture
Sports
News
History
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/e6/34/4e/e6344edf-f733-03b5-3256-71debbaac872/mza_13176543720802295543.jpg/600x600bb.jpg
日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
Structural Macro Trader – Yaho #225NOW
402 episodes
2 days ago
時間的消耗と無関心が利益の源泉である “Temporal decay and indifference are the source of profit.” - Originally developed in 2024 to monitor systemic risk, the model extends Black-Scholes with volatility skew, macro-driven decay, and cross-asset interdependencies, creating an index-sensitive option arbitrage framework. Beyond quantitative use, it archives voice, text, and formulas as durable assets to preserve insight through cycles and systemic resets. Coverage: Options, Volatility, Nikkei 225, S&P 500, Gold, FX, Fixed Income, Macro, Geopolitics, Electricity. - note: https://note.com/225now/n/nf499cf6b744a
Show more...
Investing
Business
RSS
All content for 日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics is the property of Structural Macro Trader – Yaho #225NOW and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
時間的消耗と無関心が利益の源泉である “Temporal decay and indifference are the source of profit.” - Originally developed in 2024 to monitor systemic risk, the model extends Black-Scholes with volatility skew, macro-driven decay, and cross-asset interdependencies, creating an index-sensitive option arbitrage framework. Beyond quantitative use, it archives voice, text, and formulas as durable assets to preserve insight through cycles and systemic resets. Coverage: Options, Volatility, Nikkei 225, S&P 500, Gold, FX, Fixed Income, Macro, Geopolitics, Electricity. - note: https://note.com/225now/n/nf499cf6b744a
Show more...
Investing
Business
Episodes (20/402)
日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
Where Does Capital Flow in an Age of Fragmentation? — A Macro Outlook for 2026|2025/12/30

The beginning of a decentralized economy doesn’t start with flashy technology, but with quiet, unglamorous infrastructure.


transcription


#225NOW

#Yaho


Show more...
5 days ago
10 minutes 15 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
分断の時代に資本はどこへ向かうのか──2026年マクロ展望|2025/12/30

分散型エコノミーの始まりは、派手な技術ではなく地味なインフラから始まる。


#225NOW

#Yaho


Show more...
5 days ago
14 minutes 51 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
Nikkei VI Falls to the 18s — What the Quiet Year-End Range Market Is Telling Us About 2026|2025/12/25

Stillness is preparation.


transcription


#225NOW

#Yaho


Show more...
1 week ago
7 minutes 7 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
日経VIが2025年最低値を更新、18台へ──年末閑散レンジ相場が示す2026年への示唆|2025/12/25

動かない相場は、次に動く準備をしている。


#225NOW

#Yaho

Show more...
1 week ago
7 minutes 14 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
BOJ Rate Hike Ahead — The Nikkei’s Time Adjustment and the Next Leader|2025/12/19

How long can you endure temporal erosion?


transcription


#225NOW

#Yaho


Show more...
2 weeks ago
6 minutes

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
日銀利上げ目前・日経平均は時間調整 ― 含み益が削られる相場で、2026年の主役は誰か|2025/12/19

時間的消耗を、どこまで我慢できるか。


#225NOW

#Yaho

Show more...
2 weeks ago
8 minutes 10 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
The Stirring of a Nikkei Range Market — What Awaits in 2026 After Strength Resets|2025/12/11

Between strength that won’t break and weakness that won’t jump, the next market quietly begins to grow.

transcription


#225NOW

#Yaho


Show more...
3 weeks ago
5 minutes 33 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
日経平均レンジ相場の胎動 ──強さのリセット後に見える2026年の景色|2025/12/11

崩れない強さと跳ねない弱さ——その間に次の相場が芽を出す。

#225NOW

#Yaho

Show more...
3 weeks ago
9 minutes 17 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
Japan’s Shaking Bond Market vs. Nikkei at 51,000 — What Will the BOJ Decide?|2025/12/5

The first tremor always comes from the quietest place.



transcription

#225NOW

#Yaho


Show more...
1 month ago
5 minutes 52 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
揺れる日本国債市場 vs. 日経51,000円──日銀の審判は如何に|2025/12/5

静かに揺れ始めた場所こそ、本当のトリガーになる。



#225NOW

#Yaho

Show more...
1 month ago
7 minutes 53 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
AI, JGBs, Taiwan — and the Forgotten Auto Subprime. Will December Move?|2025/11/28

Forgotten risks always find their way back.


transcription

#225NOW

#Yaho

Show more...
1 month ago
6 minutes 3 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
AI循環・国債増発・台湾有事──忘れ去られた自動車サブプライム。12月の波は来るか|2025/11/28

忘れられたリスクが、いつも最後に顔を出す。



#225NOW

#Yaho

Show more...
1 month ago
10 minutes 28 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
Bitcoin’s Warning Shot — Can Quantum Computing Break the AI Boom?|2025/11/23

The spark of the future always appears at the margins.


My Model click⁠


#225NOW

#Yaho



Show more...
1 month ago
5 minutes 33 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
ビットコインは先行指標か──量子コンピューティングが揺るがすAI相場 ── 巨額投資は適正か、あるいは過剰なのか|2025/11/23

未来の火種は、いつも周縁から現れる。


My Model click⁠


#225NOW

#Yaho



Show more...
1 month ago
10 minutes 56 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
Time Erodes Unrealized Gains — Reading the Structure Beyond the Range|2025/11/17

Beyond the erosion, the essence emerges.


My Model click⁠


#225NOW

#Yaho



Show more...
1 month ago
5 minutes 37 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
積み上がった含み益の時間的摩耗──レンジ相場の先にある構造を読む|2025/11/17

摩耗の先に、本質が現れる。


My Model click⁠


#225NOW

#Yaho



Show more...
1 month ago
7 minutes 52 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
When Japan’s Strong Nikkei Anchor Comes Loose — Can the World Take the Next Baton?|2025/11/14

Who will truly hold the market together next?



My Model click⁠


#225NOW

#Yaho



Show more...
1 month ago
5 minutes 44 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
強い日経平均というアンカーが外れる時──世界は次のバトンを受け取れるのか|2025/11/14

日本のあと、世界はどこへ寄りかかる?


My Model click⁠


#225NOW

#Yaho



Show more...
1 month ago
10 minutes 21 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
Inflation Fear Reignites — U.S. Government Reopening Triggers Another Asset Price Rally|2025/11/11

Maybe the real fear here isn’t asset damage — it’s inflation itself.


My Model click⁠


#225NOW

#Yaho



Show more...
1 month ago
4 minutes 13 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
インフレ恐怖相場、再燃 ──米国政府封鎖明けが誘発する資産高の再来|2025/11/11

資産の棄損ではなくインフレに恐怖していることに気づく必要があるかもしれない。


My Model click⁠


#225NOW

#Yaho



Show more...
1 month ago
6 minutes 45 seconds

日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
時間的消耗と無関心が利益の源泉である “Temporal decay and indifference are the source of profit.” - Originally developed in 2024 to monitor systemic risk, the model extends Black-Scholes with volatility skew, macro-driven decay, and cross-asset interdependencies, creating an index-sensitive option arbitrage framework. Beyond quantitative use, it archives voice, text, and formulas as durable assets to preserve insight through cycles and systemic resets. Coverage: Options, Volatility, Nikkei 225, S&P 500, Gold, FX, Fixed Income, Macro, Geopolitics, Electricity. - note: https://note.com/225now/n/nf499cf6b744a