Top Traders Unplugged

SI243: Sell in May and Go Away...Really ft. Cem Karsan

21 snips
May 13, 2023
Guest
Cem Karsan
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Episode notes
1
Introduction
00:00 • 2min
2
The Eurovision Song Contest
01:45 • 2min
3
The Fed's Action on Inflation and a Tight Labor Market
03:57 • 3min
4
The Inflection Point in the Markets
06:47 • 3min
5
The Effects of Dealer Positioning on Liquidity
09:55 • 3min
6
Shake Positioning to End the Story
12:46 • 4min
7
The Importance of Timing of Tops
16:31 • 5min
8
The Secular Reality of the Fed Raising Rates
21:27 • 3min
9
The Impact of AI on Equity Markets
24:22 • 5min
10
The Future of Artificial Intelligence
28:57 • 2min
11
The Three Legs of the Decline of the Markets
30:58 • 5min
12
The Impact of Inflation on the Markets
36:13 • 3min
13
The Impact of Passive Investment on Markets
39:27 • 5min
14
The May Opics: What You Expect
44:27 • 5min
15
The Bearish Outlook: What Can Change?
49:19 • 3min
16
Stan Druck on the Debt Ceiling
52:26 • 5min
17
The Pros and Cons of a Decentralized Rule of Law
57:45 • 3min
18
The Dollar and the Debt Are Intrinsically Tied
01:01:12 • 2min
19
The Volatility of Gold
01:03:03 • 2min
20
The Top of the Systematic Trigger Cake
01:05:32 • 2min