Cem Karsan 🥐
@jam_croissant • 215,751 subscribers
Founder, Kai Wealth. 27y Quant/Vol/Flow/Macro PM. Ex-MMaker,+10% of SPXOpt’s‘06-10 @phillipsacademy, @RiceAlumni,@KelloggAlumni, Vanna-Charmer🐍,🚫Invest Advice
Shorts
Videos
Always nice to chat with Rick. Here's my segment from CNBC today from the Cboe floor. 🥐
Cem Karsan 🥐270,308 Aufrufe • vor 3 Monaten
🚨New Episode: U Got Options - From the #Cboe Floor Sat down with the one and only Benn Eifert (Benn Eifert 🥷🏴☠️) to unpack what’s really moving markets right now, from volatility regime shifts and correlation breakdowns to structural distortions and dealer flow dynamics. ▶️ FULL EPISODE HERE --> #UgotOptions
Cem Karsan 🥐598,690 Aufrufe • vor 11 Monaten
Big tectonic shifts ahead: Venezuela, Taiwan, and global power moves are rewriting the geopolitics, markets, and the law of the jungle. 👀 the next decade will be defined by what happens now. Catch the full Stocktwits Jam Session with The Ben and Emil Show in the link below 👇
Cem Karsan 🥐313,843 Aufrufe • vor 6 Monaten
Why is fiscal dominance inevitable? On U Got Options, I ask Lyn Alden why "this train doesn't stop." She explains the historical rotation from private debt bubbles to the public ledger. When the system hits the zero-bound, the only path forward is printing and fiscal injections. The momentum of 50 years of debt is now the driver. Full episode:
Cem Karsan 🥐63,737 Aufrufe • vor 1 Monat
In the latest U Got Options episode, Lyn Alden and I dig into the "momentum effect" of the dollar’s reserve status. While the "Empire" gains global surveillance and sanction power, the "Republic" pays a structural price, shipping off its industrial base year after year. As Lyn explains, we are reaching the "stretching point" where the world begins to question if these trade deficits are good for all of us, or just a few. Catch the full episode in the link below 👇
Cem Karsan 🥐66,409 Aufrufe • vor 1 Monat
Most people look at AI and only see the first-order deflationary effect. But on U Got Options, I discuss with Lyn Alden why AI is an "incredible accelerant" for the populist cycle. The more it threatens white-collar wages, the more inflationary the fiscal response will be. It’s not a coincidence. It’s a closed system. Full episode:
Cem Karsan 🥐36,444 Aufrufe • vor 1 Monat
Ben Hunt made the point that in certain market regimes, traditional fundamentals can feel less influential. In those environments, narratives from central banks and corporate leadership may carry more weight, which can materially change how capital is allocated and risk is managed. Watch the full U Got Options from the Cboe Floor episode with Ben Hunt here 👉
Cem Karsan 🥐85,602 Aufrufe • vor 4 Monaten
ICYMI ... My CNBC hit from the @CBOE floor. Have a good weekend! ☘️ #🥐rumbs
Cem Karsan 🥐202,204 Aufrufe • vor 1 Jahr
Some 🥐 crumbs fresh out the oven from @CBOE floor with Rick Santelli and CNBC. Check it out 👇
Cem Karsan 🥐408,885 Aufrufe • vor 3 Jahren
New U Got Options episode with David Dredge!! Most portfolios are basically driving without brakes. We dig into correlation failures, convexity, real diversification, and how better brakes let you push harder for upside. Catch the full episode in the post below 👇
Cem Karsan 🥐90,137 Aufrufe • vor 6 Monaten
40 years of falling rates shaped an entire generation’s “default settings.” Neil Howe (Neil Howe) explains why the next decade may not look like the last four. From my conversation with Neil on "U Got Options from the Cboe floor" Full episode: link in reply below 👇
Cem Karsan 🥐42,298 Aufrufe • vor 3 Monaten
AND WE'RE BACK!! An all new episode of U Got Options From The Cboe Floor with the one and only BEN HUNT (Ben Hunt) Much of today’s edge may come from understanding what everyone thinks everyone else thinks. Ben and I examine the concept of common knowledge and its feedback loops in market structure. Full episode in the post below 👇
Cem Karsan 🥐53,254 Aufrufe • vor 4 Monaten
"Free markets, the natural system is dominant. ... The reality is, if just in terms of pure science and physics of the world and how the world, biology, the world, the way the world works, life is not fair. Equality is not an actual construct. It is a made up construct that we create....I do believe ultimately that if you don't follow the natural system, it's more inefficient and things become a bigger problem at the end of the day."
Cem Karsan 🥐52,262 Aufrufe • vor 4 Monaten
Price vs narrative isn’t an either/or. Ben Hunt explained how price action and narrative can influence each other through reflexive feedback loops, where shifts in confidence and belief may reinforce outcomes over time rather than move independently. Watch the full U Got Options from the Cboe Floor episode with Ben Hunt here 👉
Cem Karsan 🥐43,526 Aufrufe • vor 3 Monaten
Markets aren’t driven by data alone. In my conversation with Ben Hunt , he broke market narratives into three buckets: how we remember the past, how we frame the present, and what we expect will happen next. Those expectations may matter most in a forward-looking market. Watch the full U Got Options from the Cboe Floor episode with Ben Hunt here 👉
Cem Karsan 🥐39,468 Aufrufe • vor 4 Monaten