Real Vision: Finance & Investing Cem Karsan: What’s Really Driving This Market Boom?
22 snips
Nov 19, 2024 
Cem Karsan, founder of Kai Volatility, shares his expertise on market trends and investment strategies. He discusses the post-election market rally, emphasizing the influence of supply, demand, and structural flows on market dynamics. Karsan explains the significance of 'Vanna and Charm' in risk management and the enticing concept of owning far out-of-the-money options for potential high returns. He also examines the long-term effects of U.S. monetary policy on wealth inequality and navigates the complexities of dispersion trading in the tech sector.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Understanding Market Dynamics: Supply, Demand, and Structural Flows
01:59 • 3min
Navigating Market Dynamics: Vanna and Charm Explored
05:24 • 12min
Understanding Tail Ownership and Market Dynamics
17:16 • 4min
Market Dynamics and Election Cycles
20:57 • 17min
Monetary Policy and Inequality
37:38 • 13min
Navigating Dispersion Trading and Market Rotations
50:26 • 8min