Top Traders Unplugged

SI250: Tour de Volatility ft. Cem Karsan

21 snips
Jul 1, 2023
Guest
Cem Karsan
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Hong Kong Dollar Is Still Struggling a Little Bit
02:16 • 2min
3
How Investors Are Going to Look Back at the First Six Months of This Year
04:28 • 4min
4
The US Focused Side of the Equation
08:42 • 3min
5
The Secular Underpinning Structure of the US Economy
12:11 • 3min
6
The Importance of Liquidity in the Stock Market
15:16 • 3min
7
The Effect of Fear on Vol Supply
17:56 • 3min
8
The Dangers of Positioning in a Declining Market Environment
21:14 • 3min
9
The Importance of Preparing for Volatility
24:39 • 4min
10
The 30 Day Vol Exodus and Zero DTE Options
28:48 • 4min
11
Zero Dt Vol Selling Has Dramatically Increased Structured Product Issues
33:02 • 3min
12
The Impact of Vol on the Market
35:46 • 4min
13
Zero Day Options: A More Dangerous Setup
39:26 • 5min
14
How to Be a Good Long-Term Investor
44:45 • 2min
15
How to Be a Good Investor in the Fed
47:08 • 2min
16
The Importance of Long Term Trading
49:00 • 5min
17
The Impact of CTA's and Trend Falls on the Market
53:38 • 3min
18
The Importance of Seasonality in Volatility
56:26 • 2min
19
The Systematic Investor: A Look at the Trend Following Side of Things
58:17 • 2min