Loading video...

Video Failed to Load

Go Home

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...

jam_croissant's profile picture

Cem Karsan 🥐

185,874 subscribers

39,468 views • 6 months ago •via X (Twitter)

EducationFinance
LIVE

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

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 👉
0:42

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 • 6 months ago

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 👇
1:51

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 views • 6 months ago

One risk Ben Hunt highlighted was a potential rise in “Sell America” narratives. He noted signs that some foreign asset holders may be reallocating capital back home. If sustained, that shift could have broader implications, though the timing and magnitude remain uncertain. Watch the full U Got Options from the Cboe Floor episode with Ben Hunt here 👉
1:32

One risk Ben Hunt highlighted was a potential rise in “Sell America” narratives. He noted signs that some foreign asset holders may be reallocating capital back home. If sustained, that shift could have broader implications, though the timing and magnitude remain uncertain. Watch the full U Got Options from the Cboe Floor episode with Ben Hunt here 👉

Cem Karsan 🥐

27,802 views • 6 months ago

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 👉
2:19

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 views • 6 months ago

Straight from the Cboe floor, Cem Karsan (Cem Karsan 🥐), Mandy Xu & Ed Tom talk market history, volatility myths, and the options trends changing how we trade. This episode is packed with insights. Don’t miss it.
1:20

Straight from the Cboe floor, Cem Karsan (Cem Karsan 🥐), Mandy Xu & Ed Tom talk market history, volatility myths, and the options trends changing how we trade. This episode is packed with insights. Don’t miss it.

TopTradersLive.com

15,498 views • 1 year ago

If you’re climbing markets without a safety rope, history alone won’t save you. We break down hidden risks and why the least likely downfall is often the one nobody hedges. New U Got Options-From the Cboe Floor episode with David Dredge (David Dredge) below!!
1:46

If you’re climbing markets without a safety rope, history alone won’t save you. We break down hidden risks and why the least likely downfall is often the one nobody hedges. New U Got Options-From the Cboe Floor episode with David Dredge (David Dredge) below!!

Cem Karsan 🥐

19,300 views • 9 months ago

🥐 fresh "U Got Options" with Ben Hunt Narratives dominate markets over fundamentals in the post-2008 era. Using AI can detect story shifts for better timing and risk control 🔑 Key Takeaways Narratives Drive Prices "Truthy" stories shape moves more than reality; fundamentals matter long-term only AI Maps Narratives Tools scan transcripts, social data to spot bullish + bearish scripts and emerging, dormant stories Common Knowledge Flips Markets Widespread shared stories trigger sharp reactions, even without data changes Dormant Stories = EDGE Position early in "forgotten" narratives before the crowd reacts Options for convexity Pair narrative signals with options to capture inflection-point #volatility Crowd Psychology Markets are reflexive. Narratives build orthogonally to price until critical mass shifts sentiment Cem Karsan Cem Karsan 🥐 Ben Hunt Ben Hunt Full Interview 🥐
2:15

🥐 fresh "U Got Options" with Ben Hunt Narratives dominate markets over fundamentals in the post-2008 era. Using AI can detect story shifts for better timing and risk control 🔑 Key Takeaways Narratives Drive Prices "Truthy" stories shape moves more than reality; fundamentals matter long-term only AI Maps Narratives Tools scan transcripts, social data to spot bullish + bearish scripts and emerging, dormant stories Common Knowledge Flips Markets Widespread shared stories trigger sharp reactions, even without data changes Dormant Stories = EDGE Position early in "forgotten" narratives before the crowd reacts Options for convexity Pair narrative signals with options to capture inflection-point #volatility Crowd Psychology Markets are reflexive. Narratives build orthogonally to price until critical mass shifts sentiment Cem Karsan Cem Karsan 🥐 Ben Hunt Ben Hunt Full Interview 🥐

Ozzy

19,362 views • 6 months ago

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 👇
1:45

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 🥐

42,865 views • 5 months ago

“70% chance of a recession. So why aren’t we talking about a rate cut this afternoon?” - Jim Bianco Inflation is still calling the shots, and this time, the shape of a slowdown may look very different. 🎙️Full episode: U Got Options – From the Cboe Floor
0:37

“70% chance of a recession. So why aren’t we talking about a rate cut this afternoon?” - Jim Bianco Inflation is still calling the shots, and this time, the shape of a slowdown may look very different. 🎙️Full episode: U Got Options – From the Cboe Floor

Cem Karsan 🥐

123,478 views • 1 year ago

The most important question: Is this the $BTC bottom and are we in a bear market? Today, we have a discussion with Root 🥕. Watch the episode of New Era Finance Podcast here:
1:42

The most important question: Is this the $BTC bottom and are we in a bear market? Today, we have a discussion with Root 🥕. Watch the episode of New Era Finance Podcast here:

Michaël van de Poppe

127,048 views • 9 months ago

A new episode! The fifth episode of New Era Finance Podcast is live! Watch our episode with ₿IRB here: We discussed everything surrounding his personal strategy, the gameplan for 2025 and what he learned from the past eight years in the markets!
1:26

A new episode! The fifth episode of New Era Finance Podcast is live! Watch our episode with ₿IRB here: We discussed everything surrounding his personal strategy, the gameplan for 2025 and what he learned from the past eight years in the markets!

Michaël van de Poppe

209,337 views • 1 year ago

The tariff plan is the boldest change to economic policy in our lifetime. Here is my explanation of what is happening, how we got here, and what I expect to happen moving forward. Share with your friends and let me know what you agree or disagree with.
24:24

The tariff plan is the boldest change to economic policy in our lifetime. Here is my explanation of what is happening, how we got here, and what I expect to happen moving forward. Share with your friends and let me know what you agree or disagree with.

Anthony Pompliano 🌪

154,303 views • 1 year 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 👇
0:40

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 • 9 months ago

🏙️😬 The condo market in Canada has fallen apart so we brought in the man who knows all the secrets: Anthony Scilipoti, CEO of Veritas Group. We break down the peak insanity and how we got here!🔥 Watch the full episode on the Angry Mortgage Clips channel!
1:13

🏙️😬 The condo market in Canada has fallen apart so we brought in the man who knows all the secrets: Anthony Scilipoti, CEO of Veritas Group. We break down the peak insanity and how we got here!🔥 Watch the full episode on the Angry Mortgage Clips channel!

Ron Butler

25,386 views • 4 months ago

At ICE, we're focused on enhancing market access and transparency. We started with energy, expanded into fixed income and are now transforming the mortgage industry. See how we’re revolutionizing global markets with data-driven innovation that shapes industries worldwide. #ICE
1:12

At ICE, we're focused on enhancing market access and transparency. We started with energy, expanded into fixed income and are now transforming the mortgage industry. See how we’re revolutionizing global markets with data-driven innovation that shapes industries worldwide. #ICE

ICE

85,213 views • 1 year ago