

Keeping it Simple | Ep. 40: Damp Croissant or Jelly Spring?
Sep 17, 2024
Andy Constan, a market analysis pro, and Cem Karsan, an expert in financial structure, dive into the complexities of market dynamics. They dissect the factors behind the 1987 crash and explore modern trends like zero data expiry options, illustrating their impact on volatility. The duo contrasts short-term trading behaviors with long-term economic indicators, emphasizing the roles of market makers and the 'Fed put' in current investing. Their insights shed light on navigating today's intricate financial landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
The 1987 Stock Market Crash: Analyzing Portfolio Insurance
02:25 • 6min
Understanding Market Structure and Convexity
08:25 • 2min
Navigating Market Dynamics: Weighing Machines vs. Voting Machines
10:23 • 4min
The Rise of Zero Data Expiry Options
14:31 • 15min
Market Confidence and Volatility Insights
29:48 • 4min
Market Makers and Modern Strategies
33:39 • 25min
Understanding Buffered Investments and Market Volatility
58:56 • 4min