"This Is A Bubble". You'd Better Invest Accordingly | Cem Karsan

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Aug 28, 2025

Cem Karsan, Founder and CIO of Kai Volatility Advisors, known as @jam_croissant on Twitter, shares insights on navigating the volatile financial landscape of 2025. He discusses the potential for a market bubble fueled by interest rates and inflation. Exploring the effects of stagflation, he highlights the widening wealth gap and societal implications. Karsan emphasizes adaptable investment strategies, including the barbell approach and opportunities in gold and energy, while cautioning about market corrections and the importance of risk management.

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INSIGHT

Stagflation From Protectionism

The economy faces emerging stagflation driven by protectionism and tariffs.
Cem Karsan warns this will harm growth while raising prices for lower-income households.

INSIGHT

Liquidity Helps Assets, Hurts Inequality

Policy responses will favor liquidity and supply-side measures that cushion asset owners.
Karsan says those responses raise inflation and deepen inequality over time.

INSIGHT

Politics Shapes Market Paths

Political outcomes can redirect the inflation/asset tradeoff dramatically.
Karsan highlights authoritarian control as one path that could preserve asset values while worsening inequality.

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Today's guest is the perfect expert to discuss a year as volatile as 2025 has been so far.Cem Karsan is Founder, CIO, and Managing Principal of Kai Volatility Advisors & Kai Wealth. He's widely known as @jam_croissant on X/Twitter.Heading into 2025, Cem warned us that he predicted it would be a year of heightened volatility. And that certainly proved true in the first half of the year.But what about the road ahead?Are we through the worst of the bumps, twists and turns the market will throw at us this year?Or is the ride about to get rocky again?Let's hear straight from the man himself.

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