Option Dealer Flows, Inflation and Investing in a Changing World with Cem Karsan

1

Introduction

00:00 • 2min

2

Is It Become Its Own Language?

01:46 • 2min

3

How Do Market Makers Make a Market?

03:45 • 5min

4

How Much Volume Is Being Traded in a Period?

08:19 • 5min

5

Long Vall - The Biggest Decline Ever

12:52 • 2min

6

Is There a Real Edge to Dealer Positioning in the Implicate?

14:42 • 2min

7

How Do You Measure the Positioning of Dealers?

16:54 • 2min

8

Is Hedging a Scam?

18:48 • 4min

9

The Trump Biting Election

22:37 • 5min

10

The Summer of George

27:09 • 2min

11

The Market Declines and It's Not Working for You

29:10 • 4min

12

Is There a Window of Non Strength?

33:30 • 2min

13

The Importance of Thinking Probablistically

35:30 • 4min

14

How Long Term Investors Should Think About Liquidity Cascades?

39:07 • 5min

15

Macro Options - What's Happening in the Options Market?

43:40 • 6min

16

Inequality Is Not a Natural Construct

49:25 • 2min

17

Populism and Inequality Aren't Just Here.

51:27 • 5min

18

Is There a Recession in the Short Term?

56:06 • 3min

19

Do You Think the Fed Has the Tools to Control Inflation?

58:41 • 6min

20

Efficient Policy Drives Growth

01:04:26 • 2min

21

Valuation Matters When the Jets Stop Failing

01:06:15 • 3min

22

What Do You Think About Liquidity?

01:09:12 • 5min