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
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🚨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 🥐598,883 次观看 • 1 年前
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 次观看 • 7 个月前
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 次观看 • 1 个月前
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 次观看 • 2 个月前
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 次观看 • 2 个月前
In an illiquidity crisis, the Fed’s choices narrow very quickly. You can debate inflation and labor markets all day, but when private credit, nonbank leverage, and Treasury market stress collide, the incentive to print becomes much harder to avoid. Discussed with Danielle DiMartino Booth, Danielle DiMartino Booth, on U Got Options: From the Cboe Floor. Link Below 👇
Cem Karsan 🥐30,631 次观看 • 1 个月前
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 次观看 • 5 个月前
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 次观看 • 2 个月前
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 次观看 • 5 个月前
"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 次观看 • 5 个月前
