The Challenge of Structural Inflation

In this episode with Cem Karsan (@jam_croissant on X), we cover:

• Recession or staglation?
• The rise of populism
• Millennials "screwed" by Fed policy and behind on wealth creation
• Economy on a fault line, volatility could spike and things could break
• Getting money out of politics
• Is "equality" possible?
• Bitcoin vs the state
• Is U.S. Empire on path to collapse?

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Bio: Cem Karsan is the Founder, CIO, and Managing Principal of KAI Volatility Advisors. He is responsible for portfolio construction and firm-wide management, and is Head of Research and Risk Management. Cem triple majored in Economics, Policy Studies and English at Rice University, and holds an MBA from Northwestern University's Kellogg School of Management.

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This podcast is for educational purposes and should not be construed as official investment advice.

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