

Election 2024: Follow the Flows ft. Cem Karsan
19 snips Oct 30, 2024
Cem Karsan, founder of Kia Volatility Advisors, shares his deep insights on how the upcoming U.S. presidential election could reshape market dynamics. He discusses market positioning and year-end flows, emphasizing the growing demand for downside options and potential stock buybacks. Karsan explores the implications of differing political outcomes on inflation and labor supply, while highlighting intriguing historical trends in market returns during elections. He also delves into risk management strategies amid suppressed volatility to navigate this politically charged climate.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Market Dynamics and Positioning Ahead of Election 2024
01:41 • 5min
Options Market Dynamics and Upcoming Elections
06:57 • 23min
Navigating Year-End Market Dynamics
30:08 • 16min
Navigating Suppressed Volatility and Hedging Strategies
46:05 • 3min
Exploring Market Trends: ETFs, Structured Products, and Zero DTE Trading
48:35 • 6min
Market Strategies Amid Election Uncertainty
54:17 • 2min