SI338: Politics, Markets & Power Plays: An Unfiltered Look ft. Cem Karsan
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 670 Ratings
🗓️ 8 March 2025
⏱️ 69 minutes
🧾️ Download transcript
Summary
Together with Cem Karsan, we take a serious look at how the shifting political landscape and economic pressures are impacting global markets. We discuss the implications of a potential (engineered) recession and what it means for various asset classes, especially in relation to current U.S. policies. With the conversation turning to Europe, we analyze the region's military rearmament and its potential effects on the global balance of power. We also touch on the evolving dynamics regarding Turkey's economic challenges and geopolitical significance. Buckle up for a straightforward discussion filled with insights and practical implications for investors navigating this complex landscape.
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Episode TimeStamps:
01:03 - What has caught our attention recently?
05:40 - We are at a populism crossroads
07:09 - Industry performance update
09:02 - The current state and outlook for the global economy
21:03 - The absurdity of lowering yields to maintain a strong dollar
28:47 - The Mar-a-Lago accord - realistic or pure speculation?
35:42 - Are we seeing a new new world order?
42:20 - How the TSMC deal with the US will impact the conflict between Taiwan and China
50:28 - A perfect storm for the Turkish economy
57:20 - The importance of Turkey's position and military power
58:49 - Oil is in a weird spot at the moment
01:03:00 - Could extreme market drops cause...
Transcript
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| 0:00.0 | You're about to join Neil's Kostrup Larson on a raw and honest journey into the world of systematic investing and learn about the most dependable and consistent yet often overlooked investment strategy. |
| 0:13.2 | Welcome to the Systematic Investor Series. |
| 0:33.5 | Welcome and welcome back to this week's edition of the Systematic Investor Series with Jim Cassang and I, Neil's Kasso-Larsen, where each week we take the pulse of the global market through the lens of a rules-based investor. |
| 0:38.5 | Jim, as always, great to be back with you this week. How are you doing? How have you been? |
| 0:44.7 | Doing well. I'm in Dallas on the road today. I'm going to see family in Houston, so back down in Texas, and nice warm weather down here. So it's, you know, getting away from Chicago in early March is not the |
| 0:52.6 | worst thing. |
| 0:59.1 | But yeah, speaking at my alma mater at Rice, which will be kind of fun in a kind of full circle moment, which is always good thing. |
| 1:00.8 | Very cool. |
| 1:01.4 | Very cool. |
| 1:01.9 | Good to hear. |
| 1:02.4 | Great. |
| 1:03.0 | Well, we got a great lineup of topics that you brought along. |
| 1:08.2 | So, as usual, we'll be tackling them in today's episode. |
| 1:13.3 | But as always, I think maybe at the moment, in a sense, with all the things that goes on in |
| 1:19.0 | the world, I'm always curious as to kind of what's caught your attention or what's been |
| 1:25.0 | on your radar the last week or two. |
| 1:27.9 | That's not necessarily related to what we're going to talk about, |
| 1:30.4 | although it is difficult to separate the world from the topics we cover. |
| 1:35.8 | But still, is there anything that in particular sort of caught your attention? |
| 1:40.1 | Yeah, I think really for the last month or so, |
| 2:01.1 | the kind of move from the crack in the armor of kind of that American exceptionalism, I think, starting to see some other markets perform better as a big part of it, which is, you know, in the context of America First is an interesting, right, reflexive development, right? |
| 2:04.4 | It's one that we actually kind of talked about, by the way, not something that is a complete |
... |
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