Cem Karsan on The Economy's Path Forward (2024)

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 17 July 2024

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Cem Karsan, founder of Kai Volatility Advisors, joins Ash Bennington to share his long-term macro framework. Cem analyzes the potential societal and market implications of current monetary policy, highlighting key dates and data to watch moving forward. Plus, he explains how the options market increasingly influences active market trends. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Join over 20,000 attendees for the world's largest crypto event,
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0:28.3	from the 16th to the 22nd of September, capped off by after 2049 and the Formula One Grand Prix Race Weekend.
0:37.0	Everyone will be there. This is the one event you can't miss this year.
0:41.0	Visit Real Vision.com, token 2049 for 15% off tickets only with the code Real Vision.
0:48.1	Link in description. Welcome back to Real Vision. I'm Ash Bennington.
0:58.0	Welcome back to Real Vision. I'm Ash Bennington.
0:59.6	Joined today by a Real Vision favorite favorite Jem Carson.
1:02.6	Jem pleasure to have you with us.
1:04.4	Great to be here.
1:06.0	Our first conversation together,
1:07.7	I've been listening to your take on markets,
1:10.0	very sophisticated, very nuanced.
1:12.3	Big picture, where are we right now. Look obviously
1:15.1	everybody's watching this market just red-hot rip in equity markets. S&P 500
1:19.6	up a year-to-date almost 18%. NASDAQ composite up nearly 25% year to date.
1:25.8	Lots to talk about, lots of market structure issues.
1:28.6	Big picture, Jim, how do you see what's happening right now? Well, mean you can't talk about right now and
1:35.9	what's going to happen this year without talking about you know the Big Seven and
	...

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