Hosts Chris Vecchio and Anton Kulikov discuss the tepid tone in markets ahead of Nvidia’s earnings, FOMC minutes and a 20-year bond auction. Vecchio explores the implications of recent inflation data from Canada and the potential reversal in bond markets, while Anton emphasizes cautious long strategies in low volatility environments. Both suggest diversifying equity positions with commodities and consider natural gas positions. They advocate proper risk management and capital allocation for traders.