GM55: What Investors Need to Know about 2024 ft. Dave Dredge & Cem Karsan

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 17 January 2024

⏱️ 82 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Get ready for a powerhouse discussion as two titans of risk management, Dave Dredge and Cem Karsan, come together once again. These experts are renowned for their insights, and today, they're diving deep into what's unfolded since their last conversation and where the smart money should be in 2024. From avoiding pitfalls to uncovering lucrative opportunities, Dave and Cem have you covered. Tune in for a dynamic start to the year!

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Episode TimeStamps:

02:37 - Looking back on our last conversation

07:55 - Are markets looking too good to be true?

14:04 - The importance of long volatility and owning convexity

24:41 - Why is volatility compression normalizing?

31:35 - A system under pressure

38:48 - How is now different to the 1970's?

42:09 - Can deglobalization be a good thing?

53:00 - Where is the debt problem going?

01:04:25 - Volatility and liquidity are opposite sides of the same coin

01:09:08 - How Dredge is carrying out volatility selling

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put...

Transcript

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0:00.0	Holy shit, how much beggar risk, how much negative asymmetry as a group are these people taking?
0:14.7	And we still see it out here. I think we talked about it before. We had that huge surge of private banks in Asia doing accumulator products in June
0:23.0	2021 on Alibaba, Tinsin, Pinyan, the big China tech companies. And every private bank in
0:31.1	Singapore and Hong Kong do the exact same thing. And within, you know, three months, the whole
0:35.2	thing is blown up. And six months later, you're hearing rumors of billion-dollar unrecognized losses in bank after bank after bank after bank, after bank,
0:46.7	on ticket sizes there were only, you know, $50 to $100,000 per ticket.
0:51.9	It's phenomenal a scale-up at all.
0:55.8	Imagine spending an hour with the world's greatest traders.
0:59.6	Imagine learning from their experiences, their successes, and their failures.
1:04.1	Imagine no more.
1:06.0	Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world,
1:12.2	so you can take your manager, due diligence, or investment career to the next level.
1:16.8	Before we begin today's conversation, remember to keep two things in mind.
1:20.8	All the discussion we'll have about investment performance is about the past,
1:24.5	and past performance does not guarantee or even infer anything about future
1:28.5	performance.
1:29.5	Also understand that there's a significant risk of financial loss with all investment strategies,
1:34.3	and you need to request and understand the specific risks from the investment manager
1:38.3	about their product before you make investment decisions.
1:41.8	Here's your host, veteran hedge fund manager, Niels Kostrup Larson.
1:51.8	Dave, welcome back to the podcast and thank you for staying late in the office to join Jim and me today
1:57.8	for what I'm sure will be a very insightful and fun conversation on a few
	...

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