Playback speed×Share postShare post at current time0:00/Paid episodeThe full episode is only available to paid subscribers of Navigating The MarketSubscribe to watchNVIDIA Props Up The Index While CDS Spreads Widen Across The AI Names Michael J. KramerJul 22, 2026∙ Paid44ShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inNavigating The MarketSubscribeAuthorsMichael J. KramerRecent PostsSemiconductor CDS Are Widening... Aug 18 • Michael J. KramerRates Keep Climbing, And Stocks Stay PinnedAug 17 • Michael J. KramerBond Yields Look Through Weak Data Aug 14 • Michael J. KramerMarket Liquidity Appears To Be Fading Faster- Advanced TopicAug 14 • Michael J. KramerVol Up, Correlations Up, Stocks Up, Dispersion DownAug 13 • Michael J. KramerThe Dispersion Unwind May Still MatterAug 7 • Michael J. KramerPayrolls Miss As A Shrinking Labor Force Becomes The Real Story - Advanced TopicsAug 7 • Michael J. KramerWages Are The Thing To Watch In Tomorrow's Jobs ReportAug 6 • Michael J. Kramer