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Podcast: Excess Returns
Episode: Investing in a Flows Driven World | Cem Karsan
Description: In this episode of Excess Returns, we welcome back Cem Karsan of Kai Volatility Advisors for an in-depth discussion on the current state of markets and the global economy.
We explore:
- How geopolitical events in the Middle East and Ukraine are impacting markets and risk
- Cem's views on inflation, recent Fed actions, and market flows
- The impact of options positioning and market structure on volatility
- Cem's outlook for the remainder of 2023 and into 2024
- Historical patterns around elections and how they may apply today
- Thoughts on the rise of passive investing and potential shifts...