How to Digest the Fed Rate Cut ft. Cem Karsan

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 30 December 2024

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

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Summary

🔥 *Get Raoul Pal's free PDF report:* https://rvtv.io/3YOZZUe. Ash Bennington welcomes Cem Karsan, founder of Kai Volatility, back to RV to explore the widespread implications of yesterday's FOMC decision to cut interest rates by 25bps. Plus, Cem explains what the current market structure and options flows mean for year-end price action and shares his outlook for the economic landscape in 2025. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3Y4t5Pw Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hi everyone, I'm Rao, the CEO and co-founder of Real Vision.
0:03.2	Here at Real Vision, we're committed to give you the best knowledge, tools and network
0:07.6	to help you succeed in your financial future.
0:10.6	If you're enjoying this podcast, please take a moment to give it a five-star racing.
0:14.5	It truly helps us continue to bring top-tier content.
0:17.9	Thank you so much.
0:28.6	Thank you so much. Welcome back to Real Vision. I'm Ash Bennington. Today, I have the pleasure of speaking with a fan favorite,
0:33.6	Gem Carson, founder of Kai Volatility and Kai Wealth.
0:44.4	Before we get started, don't forget tickets for our upcoming in-person crypto gathering in Miami are now up for sale.
0:48.5	Head over realvision.com forward slash Cg2025.
0:57.4	That's Realvision.com forward slash CG2025 to get yours. With that said, Jim, always a pleasure to have you on the show,
1:03.0	especially great to have you on the show. We talk about these ideas of pivots, jump conditions in markets. We had a little bit of one yesterday with Options Exbury and, of course, Fed News,
1:10.0	Fed guidance, rate cut, big picture, 50,000 foot, tee it up.
1:14.3	How are you seeing what's happening in markets right now?
1:17.7	So we like to talk about macro and flows.
1:20.4	You're getting both today and yesterday in a major, major way.
1:24.7	We have been talking about for some time the structurally inflationary pressures
1:29.4	that we're facing and they're just accelerating. So that's the macro piece. We've seen break
1:34.2	evens on the two-year, two-year break-evens go up 0.9 percent since September, almost 1%.
1:42.0	You're talking from a one point.
1:44.1	See this up for folks who don't follow break-evens as closely as you don't follow fixed income.
1:49.1	Talk about what this is and what the significance is.
	...

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