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

Excess Returns

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The Summer of George

We were mostly a long term podcast, but i think it's an unwritten rule with podcass hos that if you have you on youl have to at least ask for some bread crumbs. I believe you've talked about july thirteenth as the potential opening of a window of weakness. You've talked about this being the summer of george, with maybe some lower volatility. Yes, this is important time. It was clear thatas i mentioned, the markets were hedged going into feather march. Honestly, we probably would have had a a blow off top if russia hadn't invaded ukraine.

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