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The No Landing Scenario with Cem Karsan
Manage episode 399907505 series 2581243
Content provided by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, our most popular guest returns for his third appearance on Excess Returns. We talk with Kai Volatility founder Cem Karsan about a wide range of topics, including the future outlook for inflation, what the Fed is likely to do going forward, structured products, ODTE options, the importance of thinking in probabilities and a lot more. We also get some crumbs and get Cem's take on option dealer flows and the potential coming February window of weakness.
SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast
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FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
282 episodes
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Manage episode 399907505 series 2581243
Content provided by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, our most popular guest returns for his third appearance on Excess Returns. We talk with Kai Volatility founder Cem Karsan about a wide range of topics, including the future outlook for inflation, what the Fed is likely to do going forward, structured products, ODTE options, the importance of thinking in probabilities and a lot more. We also get some crumbs and get Cem's take on option dealer flows and the potential coming February window of weakness.
SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com
FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
282 episodes
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Similar to Excess Returns
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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