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#1038 - Are There Speed Bumps Ahead for Bulls? w/Cem Karsan

Real Vision: Finance & Investing

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Market Dynamics and Positioning Strategies

This chapter delves into the impact of dispersion in the market and how low index volatility environments can lead to rotations and breakdowns in correlations. It emphasizes the importance of understanding market positioning and highlights the implications of being long or short during times of volatility, discussing how it can affect supply and demand dynamics as well as the performance of hedge funds.

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