The Milk Road Show What the Past 40 Years of Inflation Tell Us About Markets Right Now w/ Cem Karsan
14 snips
Jan 31, 2025 
Cem Karsan, founder of Kai Volatility Advisors and expert in market strategies, dives into the intricacies of inflation and market volatility. He explores generational market shifts and the challenges younger investors face today. Karsan discusses the historical impact of inflation on assets, contrasting past dynamics with current trends. The conversation also highlights the effects of Federal Reserve policies on market behavior and advocates for strategic risk management in the face of volatility, suggesting a proactive approach to navigating uncertain times.
AI Snips
Chapters
Transcript
Episode notes
Market Volatility and Generational Trends
- Current market volatility relates to generational trends and economic policy.
- This generation prioritizes fairness, influencing markets and leaders like Trump.
Multi-Dimensional Market Thinking
- Think multi-dimensionally about markets, considering probabilistic outcomes and asset relationships.
- 40 years of declining interest rates have shaped our current environment.
Impact of Fairness on Markets
- Fairness and equality can be economically inefficient, leading to inflation and deglobalization.
- This shift impacts markets, favoring assets like gold and Bitcoin.