Top Traders Unplugged cover image

SI368: Valuation Has Left the Room ft. Cem Karsan & Alan Dunne

Top Traders Unplugged

00:00

Timeline and Seasonal Risk Into Year‑End

Alan asks about event risk; Cem maps seasonal flows, institutional underweighting, Santa Claus/January effects, and likely timing into January/February.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app