🔥 Get Raoul Pal's free PDF report: https://rvtv.io/3YOZZUe. Cem Karsan, founder of Kai Volatility, joins Ash to share his insights on the post-election market rally. With markets surging after November 2024's pivotal events, Cem explores the key economic factors driving this rally, highlights potential risks, and discusses what investors should keep an eye on.

Timestamps:
00:00 - Like &Subscribe Reminder
00:38 - Introduction: Cem Karsan Returns
01:15 - Post-Election Market Dynamics
02:21 - Structural Market Flows Explained
04:01 - The Role of Time, Volatility &Delta Effects
05:06 - Understanding Vanna, Charm, and Gamma
07:24 - The Insurance Trade in Markets
08:33 - Simplifying Market Structure Dynamics
10:20 - Carry Trades and Market Behavior
11:55 - Seasonality and Structural Flows in Markets
14:04 - The Long Bias of Markets Explained
16:32 - Convexity and Tail Risk
18:16 - The World’s Biggest Carry Trade
19:54 - Predicting Market Peaks and Volatility
22:26 - Historical Market Volatility Trends
24:17 - Dispersion Effects on Market Constituents
27:11 - Anticipating a Blowoff Top in 2024
29:19 - Structural Inflation and Market Trends
31:34 - Election Years and Market Returns
34:43 - Populism and Its Market Implications
37:07 - The Impact of 40 Years of Monetary Policy
45:43 - Populism’s Role in Global Markets
49:39 - The Rise of Dispersion Trades
54:36 - Final Thoughts: Navigating Market Changes

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