

Will Stagflation Be The Price We Pay For A 'Soft Landing'? | Cem Karsan
Jan 9, 2024
Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors, discusses the potential occurrence of stagflation and the concept of regime change in the current era. He explores the connection between inflation, fairness, and natural selection, and the impact of growing economic inequality. The podcast also delves into the cycle of crisis and change, and the structural forces behind vol compression in the market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 5min
Exploring Regime Change and Volatility
05:17 • 2min
The Relationship Between Inflation, Fairness, and Natural Selection
06:58 • 16min
Exploring the Characteristics of a Fourth Turning and its Potential Impact
22:30 • 2min
The Growing Economic Inequality and Potential for Social Movement
24:21 • 5min
The Cycle of Crisis and Change
29:18 • 12min
Structural Forces and Mechanisms Behind Vol Compression
41:22 • 22min