Cem Karsan: Regime Change and Strategies to Navigate an Inflationary Decade

#ReSolveRiffs
It was our great pleasure to welcome back Cem Karsan (also known as @jam_croissant on Twitter), Founder and Sr. Managing Partner at Kai Volatility Advisors. This deeply insightful conversation included topics such as:
A recap of the last few months in equity markets
Volume-weighted time and why seasonality matters more than most people know
The acceleration of gamma, vanna and charm – a dangerous time to be short equities
Dealer positioning as a major gravitational force in markets, often overlooked
The ‘game of chicken’ played between speculators, hedgers and market makers
Less ‘put hedging’ begets the currently very low skew observed
Why the first and last two weeks of a year are so important
The large impact of retail speculative activity and challenges to market makers
Households still sitting on very large excess savings, which is often making its way into equity markets
Buy the dip – investors’ conditioning over the last 40 years
The risk of another lost decade for equity investors
Millennials vs Boomers – a generational tussle
Why the American dream has become increasingly unattainable to most
And much more

For the transcript of this video visit: https://investresolve.com/podcasts/re...

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.
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*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association ("NFA"). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.