Today, Cem Karsan joins us to discuss a wide range or really important topics. Inspired by questions from listeners we discuss how the balance in asset performance is shifting and how 0DTE impact markets. We also discuss how 2024 will contain more inportant elections than any other year in recent history and how we foresee the U.S. election will play out, the state of flows and the rise of a new meme stock. Lastly, we discuss whether the U.S. is beginning to loose the exorbitant privilege due to their huge debt and the potential power shifts that can happen in the nearby future.
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Episode TimeStamps:
01:06 - What has been on our radar recently?
05:13 - Industry performance update
08:01 - Q1, Rick: Is positioning in tech under or over weighted?
11:23 - How 0DTE impact markets
18:08 - Is the VIX broken?
24:03 - 2024 - The year of elections
30:19 - Republicans or democrats - does it even matter to the markets?
32:09 - The return of the Kennedy's
39:15 - What is going on with flows?
47:55 - The rise of meme stocks
52:41 - How the U.S. debt will impact the dollar
59:59 - A wild ride for Japan
01:05:54 - Thanks for listening
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