Top Traders Unplugged

SI219: The Impact of Secular Inflation ft. Cem Karsan

Nov 19, 2022
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1
Introduction
00:00 • 2min
2
What's Going on in the Markets?
01:46 • 4min
3
What's Going on in the Markets?
05:31 • 6min
4
Hedge Fund Releasing Dynamics - What's Next?
11:23 • 3min
5
Is There a Seasonality in December?
14:00 • 2min
6
What's the Difference Between the 20-Day and the Two-Standard Deviation?
16:26 • 2min
7
Is the S&P 500 Potential Bottom?
18:04 • 4min
8
Specs, Uh, We're Going to Pay It a Little Bit by Ear Today
22:10 • 2min
9
CPI Preprint, Uh, You Know, Is the Market Getting Ahead of It?
24:14 • 6min
10
What's Going to Win Secularly?
30:11 • 3min
11
A Demand Push Economy Drives Higher GDP Growth
32:45 • 4min
12
The Reverse Tina Effect
36:50 • 3min
13
Long-Term Vol Exploding
39:39 • 5min
14
Do You Have an Edge on the Equity Space?
45:05 • 2min
15
Volatility Funds - Volatilities in the Equity Ball Space
46:43 • 5min
16
Vol Is a Good Non-Correlationary Way to Make Money
51:42 • 6min
17
Do You See a Change in the Market Structure?
57:12 • 2min
18
Is There a Vol Selling Opportunity?
59:23 • 3min
19
Is That a Good Thing?
01:02:07 • 3min
20
The Fed Put, Dixie Bonds, Vol, Vol - It's a Great Example
01:04:57 • 4min
21
The Systematic Investor Podcast Series
01:08:27 • 2min