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The No Landing Scenario with Cem Karsan
Manage episode 399907505 series 2581243
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
294 episoder
Manage episode 399907505 series 2581243
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
294 episoder
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