Cem Karsan 🥐
@jam_croissant • 282,731 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
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In a debt-driven regime, the level of interest rates isn't the only issue, the real problem is duration risk and the bond market speed limit. Christian Mueller-Glissmann explains why bonds are failing as a portfolio diversifier and what that means for equity multiple expansion. Full Episode U Got Options 13 here:
Cem Karsan 🥐77,726 views • 4 days ago
U Got Options is BACK! In Episode 13, I sat down with Goldman Sachs’ Head of Asset Allocation Research, Christian Mueller-Glissmann, live from the Cboe floor. We dig into the structural forces driving this market regime: the bond market’s speed limit on equities, the reflexivity of AI CapEx, the breakdown of traditional 60/40 diversification, and why currency debasement is the ultimate release valve. Full new U Got Options episode is live now:
Cem Karsan 🥐54,806 views • 9 days ago
ICYMI: My hit today from the @cboe floor on CNBC's Power Lunch.
Cem Karsan 🥐71,322 views • 16 days ago
🚨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 🥐598,972 views • 1 year ago
Always nice to chat with Rick. Here's my segment from CNBC today from the Cboe floor. 🥐
Cem Karsan 🥐270,631 views • 7 months ago
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 views • 10 months ago
Some 🥐 crumbs fresh out the oven from Cboe floor with Rick Santelli and CNBC. Check it out 👇
Cem Karsan 🥐409,142 views • 3 years ago
The economy is far more bifurcated than headline data suggests. Asset prices may be strong, but underneath the surface, small businesses are under pressure, consumers are cutting back, and essentials inflation is still being felt. Discussed with Danielle DiMartino Booth, Danielle DiMartino Booth, on U Got Options: From the Cboe Floor. Full Episode here -
Cem Karsan 🥐59,617 views • 4 months ago
ICYMI ... My CNBC hit from the Cboe floor. Have a good weekend! ☘️ #🥐rumbs
Cem Karsan 🥐202,213 views • 1 year ago
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 views • 6 months ago
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 views • 6 months ago
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 views • 8 months ago
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 views • 11 months ago
