Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan

$100 oil, in that context, we could get demand destruction in a material way. But oil at the 90s to low 100s is really just inflation. It's just going to be a source of inflation.

VIX upside. I mean, when the VIX is in the 17 handle, you know, get, don't get silly about it... don't bet on lower VIX from here. You know, bet on higher volatility because it can't really go much lower than here. And we're moving 1 to 1.5% every day in the market.