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内容由Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau提供。所有播客内容（包括剧集、图形和播客描述）均由 Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Manage episode 443379672 series 2581243
内容由Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau提供。所有播客内容（包括剧集、图形和播客描述）均由 Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In this episode of Excess Returns, we welcome back Cem Karsan of Kai Volatility Advisors for an in-depth discussion on the current state of markets and the global economy. We explore: - How geopolitical events in the Middle East and Ukraine are impacting markets and risk - Cem's views on inflation, recent Fed actions, and market flows - The impact of options positioning and market structure on volatility - Cem's outlook for the remainder of 2023 and into 2024 - Historical patterns around elections and how they may apply today - Thoughts on the rise of passive investing and potential shifts ahead - Perspectives on AI as both a productivity driver and investment theme Cem shares his unique insights on how the current market backdrop compares to other periods of elevated populism and inflation, and what that could mean for returns and investor behavior going forward.
SEE LATEST EPISODES https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com
FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
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Manage episode 443379672 series 2581243
内容由Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau提供。所有播客内容（包括剧集、图形和播客描述）均由 Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In this episode of Excess Returns, we welcome back Cem Karsan of Kai Volatility Advisors for an in-depth discussion on the current state of markets and the global economy. We explore: - How geopolitical events in the Middle East and Ukraine are impacting markets and risk - Cem's views on inflation, recent Fed actions, and market flows - The impact of options positioning and market structure on volatility - Cem's outlook for the remainder of 2023 and into 2024 - Historical patterns around elections and how they may apply today - Thoughts on the rise of passive investing and potential shifts ahead - Perspectives on AI as both a productivity driver and investment theme Cem shares his unique insights on how the current market backdrop compares to other periods of elevated populism and inflation, and what that could mean for returns and investor behavior going forward.
SEE LATEST EPISODES https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com
FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
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使用Player FM应用程序离线！
