The End Game Ep. 51 - Cem Karsan PREVIEW

The Grant Williams Podcast

Grant Williams

Investing, Business:investing, Business

4.8 • 1.6K Ratings

🗓️ 16 July 2024

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode of The End Game, Bill and Grant are joined by returning guest, Cem Karsan, founder of Kai Volatility, for a mind-bending conversation about the importance and influence of structural flows passive investing and structured products. Cem explains that the market is currently being supported by these structural flows, which have kept the market from experiencing normal fundamentals. However, Cem explains why he believes that at some point, these structural forces will be overcome by fundamental negatives and valuations, leading to a major market correction. Also discussed are the importance of volatility and dispersion in the market, and how these factors can indicate the health of the underlying supply of volatility. and we also touch on the potential for inflation and the role of central banks in managing the debt and inflationary pressures. Cem warns that, while the market may continue to rise in the short term, there are significant risks and challenges ahead that could lead to a major market downturn so beware! Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Transcript

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0:16.0	Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice. This conversation is for informational and hopefully entertainment purposes only.
0:20.0	So, while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial preview edition of the end game
0:39.2	featuring my main man Bill Fleckenstein and a very special guest Jim Carson of
0:44.8	Kyiv volatility. Jem's been on before and the last time he was only blew Bill and
0:51.6	I socks off is what he had to say and this time trust me it was even
0:56.6	more mind-boggling so buckle up and listen up because this one was wild. Every episode of the Grant Williams podcast, including the end game,
1:05.0	Super-Triific happy hour, The Narrative Game,
1:08.0	this week in Doom, shifts happen, and Chaos Theory
1:11.0	is available to Copper and Silver Tier subscribers at my website,
1:14.6	Grant-Williams.com.
1:16.8	Copper-tier subscribers get access to all the podcast,
1:19.4	well, members of the Silver Tier,
1:21.3	get both the podcast and my monthly newsletter things that make you go,
1:24.6	hmm. So if you enjoy what you're here on the show and you want more high quality content like it,
1:29.6	then please make your way over to Grant
1:33.0	and join our exciting community today.
1:35.5	And now, on with the show. Here he is back he is back.
1:47.0	I'm back.
1:51.0	I think quite frankly Jim despite the crap some idiots seem to want to give you on
1:55.8	Twitter your comprehension and willingness to share the dynamics of the flows that impact the options arena especially has been amazingly
2:06.2	accurate and at times when it would have been easy to think oh my god they're going to really
	...

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