Real Vision: Finance & Investing

What’s Driving Both Stocks and Yields Higher? With Cem Karsan

9 snips
Sep 28, 2023
Guest
Cem Karsan
Cem Karsan, Founder of Kia Volatility Advisors, talks about seasonality of market trends, impact of government shutdown and structured product issuance on markets. They also discuss Wall Street's new favorite dispersion and index. Mark Lichtenfeld shares insights on potential new super cycle in oil. Lastly, they explore positive flows into equities and treasuries, and the impact of structured product issuance on the stock market.
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 5min
2
Structural Inflation and Shift in Cyclical Dynamics
05:14 • 9min
3
Oil Prices Surge Higher: Potential for a New Super Cycle
13:57 • 2min
4
Positive flows into equities and treasuries
16:00 • 4min
5
Understanding Structured Product Issuance
20:17 • 16min
6
Closing Thoughts and Promotional Message
36:11 • 2min