Excess Returns Cem Karsan and Andy Constan | PNL For A Purpose
May 2, 2024
Cem Karsan and Andy Constan discuss macroeconomic landscape, inflation trends, navigating volatility, market dynamics, skew dynamics, economic challenges, Federal Reserve's strategy on quantitative tightening, treasury actions, elections, market predictions, and volatility shifts in a charity event for Susan G. Komen.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Macroeconomic Landscape and Inflation Trends
02:00 • 16min
Navigating Volatility and Market Dynamics
17:44 • 9min
Exploring Skew Dynamics in the Market
26:28 • 3min
Navigating Economic Challenges and Market Dynamics
29:31 • 8min
Federal Reserve's Strategy on Quantitative Tightening and Treasury Actions
37:10 • 16min
Insights on Elections, Market Predictions, and Volatility Shifts
53:13 • 5min