#994 - Does Inflation Matter to the Fed? | with Cem Karsan

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 14 March 2024

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

🔥 Get 14 days of RV Plus for just $1 https://rvtv.io/3vd8OLB 🔥 SuperAI Singapore: Get 20% OFF tickets https://realvision.com/superai Cem Karsan, founder of Kai Volatality Advisors, joins Maggie Lake to discuss this week's inflation data, what it means for the Fed's stance on interest rates, how traders are positioning in the options market ahead of monthly expiration, and when the next window of weakness could emerge. Join 5,000 attendees for the largest AI event in Asia at SuperAI Singapore, 5-6 June 2024. Raoul Pal will hit the stage with Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with a diverse range of side events that will make for unparalleled networking opportunities. Visit http://www.realvision.com/superai for 20% off tickets with the code REALVISION. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. 🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3MMeRfQ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Does inflation matter to the Fed?
0:01.0	Hi everyone, welcome to the Real Vision Daily briefing
0:13.7	with me today is Jem Carson,
0:15.3	founder of Kyi Volatility.
0:17.1	Hey Jem, it's great to see you.
0:18.5	Good to be back.
0:20.3	So we had a stronger than expected reading on PPI and there was a time this would have rocked markets but you know bond yields are up stocks were down they were up initially but then they then they fell
0:30.8	But we have monthly options
0:33.0	expirations happening tomorrow. We have the Fed next week. So there's all
0:36.2	there's a lot going on. What are you watching in the short term here?
0:39.8	Well, I mean, look, PBI, this is actually, actually you know number go down on bad people I actually is is
0:47.3	about a random number indicator I mean we got CPI and the market was up 60
0:52.3	points right and the market was up 60 points, right?
0:53.0	The reality is the last five out of the five of the last six numbers have been not just hot, but very hot for inflation,
1:01.0	whether it's unemployment, CPI, PPI, pick your number.
1:05.0	I've been saying for two months, you know,
1:07.0	the transitory 3.0, right?
1:10.5	Like, let's talk about how inflation is gone again for like the third year in a row and then let's let's all you know step back and actually start thinking about why and it's that populism that you're referring to and it's structural inflation.
1:25.0	It's not about cyclical, it's not two dimensions.
1:27.4	We talk about this every time, it's structural inflation.
1:30.4	Sickly we're slowing down. What does that mean?
1:33.0	Stag inflation.
	...

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