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Investing in a Flows Driven World | Cem Karsan

Excess Returns

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Economic Insights: Inflation, Interest Rates, and Market Dynamics

This chapter explores long-term economic trends focusing on inflation and interest rates, drawing parallels between historical and current economic conditions. It discusses the implications of fiscal policies, wealth inequality, and generational struggles, especially highlighting the millennial experience compared to previous generations. Additionally, the chapter examines market behaviors influenced by seasonality, reduced liquidity during holidays, and the intricate dynamics of supply, demand, and investor flows.

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