Real Vision: Finance & Investing

Election 2024: Follow the Flows ft. Cem Karsan

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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.
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