Youtor
Cem Karsan Whatโs Really Driving This Market Boom
>> YOUR LINK HERE: ___ http://youtube.com/watch?v=DLl0eRZqGs8
๐ฅ Get Raoul Pal's free PDF report: https://rvtv.io/3YOZZUe. Cem Karsan, founder of Kai Volatility, joins Ash to share his insights on the post-election market rally. With markets surging after November 2024's pivotal events, Cem explores the key economic factors driving this rally, highlights potential risks, and discusses what investors should keep an eye on. • Timestamps: • 00:00 - Like Subscribe Reminder • 00:38 - Introduction: Cem Karsan Returns • 01:15 - Post-Election Market Dynamics • 02:21 - Structural Market Flows Explained • 04:01 - The Role of Time, Volatility Delta Effects • 05:06 - Understanding Vanna, Charm, and Gamma • 07:24 - The Insurance Trade in Markets • 08:33 - Simplifying Market Structure Dynamics • 10:20 - Carry Trades and Market Behavior • 11:55 - Seasonality and Structural Flows in Markets • 14:04 - The Long Bias of Markets Explained • 16:32 - Convexity and Tail Risk • 18:16 - The World’s Biggest Carry Trade • 19:54 - Predicting Market Peaks and Volatility • 22:26 - Historical Market Volatility Trends • 24:17 - Dispersion Effects on Market Constituents • 27:11 - Anticipating a Blowoff Top in 2024 • 29:19 - Structural Inflation and Market Trends • 31:34 - Election Years and Market Returns • 34:43 - Populism and Its Market Implications • 37:07 - The Impact of 40 Years of Monetary Policy • 45:43 - Populism’s Role in Global Markets • 49:39 - The Rise of Dispersion Trades • 54:36 - Final Thoughts: Navigating Market Changes • ๐ Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com • About Real Vision™: • We arm you with the knowledge, the tools, and the network to succeed in your financial journey. • Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. • ๐ฅ Get ๐๐ฅ๐๐ ๐๐๐๐๐ฆ๐ฆ to Real Vision https://rvtv.io/3Y4t5Pw • #realvision #macroinsights #macro #macroeconomics #financialliteracy #financialeducation #financialmarkets #money #inflation #fed #cpi #useconomy #markets #stockmarket #equities #stocks #bonds #gold #btc #bitcoin • Connect with Real Vision™ Online: • Twitter: https://rvtv.io/twitter • Instagram: https://rvtv.io/instagram • Web: ๐ฅ https://rvtv.io/3Y4t5Pw • Disclaimer: https://media.realvision.com/wp/20231...
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