SI219: The Impact of Secular Inflation ft. Cem Karsan

Today, Cem Karsan joins us for our weekly conversation on Volatility & Trend Following, where we discuss the inverted yield curve and how to protect yourself against secular inflation, how Cem foresee the coming period in terms of Opex, Delta hedging, Vanna etc. and the potential bottom of the markets. We also discuss the importance of the outcome of the U.S election and positive CPI numbers and how it affects volatility, why short term volatility might increase and longer term might compress and how it has changed the way Cem trade. Finally we dive into how the ultra low skew has created a dangerous situation for the economy and when the situation might turn back to normal, how inflation affects risk premia and much more. IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book Send your questions to [email protected] Follow Niels & Cem on Twitter: @TopTradersLive & @jam_croissant And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.