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Real Vision: Finance & Investing
Global Macro: The Hidden Force Behind Market Movements ft. Cem Karsan
Jan 16, 2025
Dive into the intriguing dynamics of the futures market and understand how options trading influences stock movements. Explore the concepts of VANA and Charm in options positioning, along with crucial market mechanics and risk management strategies. The conversation also dissects the impact of rising US Treasury yields on risk assets, along with predictions for the S&P 500. Lastly, the intricacies of the housing market are examined, revealing concerns over demand-supply balance and the potential for price corrections.
01:02:46
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- Cem Karsan discusses how options trading dynamics and timing can reveal critical market predictability during key periods of the year.
- The concepts of Vana and Charm significantly influence options behavior, driving market movements as expirations approach and traders adjust their positions.
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