Cem Karsan joins me for a tour of the current volatility and macro environment, where we take a deep dive into where markets and economy are heading. We discuss the potential of the economy going into stagflation and why many investors might not be prepared for what is to come, the unpredictable volatility environment and how technology like AI is affecting markets. We also discuss the potential dangers of zero day options and how to position yourself appropriately for the markets, how to prepare for the upcoming summer holidays and much more.
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Episode TimeStamps:
00:45 - The global macro perspective
03:07 - Industry performance update
04:48 - Reviewing the first half of the year
09:14 - A deep dive into markets
24:37 - Preparing for a major blowup
39:24 - Zero day options - a loaded gun?
45:36 - Best Ever 1st half for NASDAQ
48:27 - Preparing for summer holidays
53:35 - Are CTAs and trend followers are pushing the markets higher?
56:43 - Advice when heading into holidays
58:33 - Thanks for listening
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