Excess Returns  cover image

Option Dealer Flows, Inflation and Investing in a Changing World with Cem Karsan

Excess Returns

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Is There a Recession in the Short Term?

If inflation continues, you'll begin to see a lot more inventory dult. People wonl bring forward demand, and its demand side economics. But unlike the period we just came from, that economic growth will be met with poor earnings and much poorer multiples. So very kind of, this is really a story pary that's as old as time. A lot of people just don't understand the difference between monetary policy, fiscal and the way the waterof the money flows through the pipes.

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