Top Traders Unplugged

GM40: The Risk of Volatility Exploding...Soon ft. Cem Karsan

Apr 26, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Global Macro Series: A Free-Flowing Conversation With Jim Kazank
01:35 • 3min
3
The Cyclical Downturn Within a Secular Trend
04:51 • 3min
4
The Effects of Vol on the Market
08:10 • 5min
5
The Effect of QE on the Economy
12:55 • 4min
6
The Importance of Positioning in the Market
17:16 • 3min
7
The Impact of the Fed's Interest Rates on the Market
20:32 • 4min
8
The Role of Labor in Inflation
24:07 • 5min
9
The Effects of Demographics on Inflation
28:38 • 3min
10
The Worst Case Scam for Markets
31:46 • 4min
11
The Importance of Positioning in a Recession
36:14 • 3min
12
The Importance of Labor Costs in the Economy
38:48 • 5min
13
The Importance of Commodity Strength in the Economy
43:38 • 2min
14
The Argument for a Pivot Up the Fed
45:57 • 3min
15
Macro Is the Story of the Coming 10 Years
49:03 • 3min
16
The Dangers of the Equity Rally
52:26 • 2min
17
The Unpinning of Volatility
54:24 • 3min
18
The Negative Correlation Between the VIX and the S&P
57:41 • 2min
19
The Positioning of the Pain Trade
59:17 • 2min
20
TopTrader's Unplugged: A Global Macro Series
01:01:34 • 2min