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

Excess Returns

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The Trump Biting Election

The markets were hedge. Then as soon as feba boptions expired, everybody will short the march in terms of customers. They weren't hedged any more. This is a kound of the opposite effect, mass liquidation and an inverted vall curve. We're so relative to the things we're doing that it's not what people think. It wast and you were completely right about that. So, ime, we've seen this again. We can walk through times. This is that trump pelection was when we were an present on twitter, very vocal about it. But, you know, bregset was a good one, right? Bregset was the worst

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