Cem Karsan 🥐
@jam_croissant
Founder, Kai Volatility. 26y Quant/Vol/Flow PM. Ex-MMaker,+10% of SPXOpt’s‘06-10. @phillipsacademy, @RiceAlumni, @KelloggAlumni, Vanna-Charmer🐍,🚫Invest Advice
ID: 199170156
https://www.kaivolatility.com 06-10-2010 05:38:48
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134,134K Followers
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No one has been calling this cycle as well as Cem Karsan 🥐. From June 14th he nailed this to a tee. Brilliant in the markets and an even better person. Mad respect.
It's been 15 months since Adam Rozencwajg from Goehring & Rozencwajg last joined us, and he's back with Cem Karsan 🥐 and me for a deep dive into the next Commodity Super Cycle. You're in for a treat! bit.ly/4eseF0r
"Gold stocks are as cheap as they have ever been." In this episode, Goehring & Rozencwajg's Adam Rozencwajg, Cem Karsan 🥐, and I talk about why gold is as cheap as ever, despite recent highs. Is this the start of a massive opportunity? Follow us for more! toptradersunplugged.com/podcast/the-st…
🥐RUMBS COMING UP ON Real Vision NOW!!!
Are we in the early stages of a commodity bull cycle? Goehring & Rozencwajg's Adam Rozencwajg thinks so, citing supply disruptions and bullish fundamentals across oil, gas, and some metals. He joins Cem Karsan 🥐 and me for a deep dive into this vital shift. toptradersunplugged.com/podcast/the-st…
A rate cut was baked-in and now croissants are fresh out of the oven 🥐 🎥 Cem Karsan 🥐 details how 50bps, quad witching, and election outcomes are shaping the outlook for volatility with Oliver Renick: x.com/i/broadcasts/1…
This market is going higher into January, says Cem Karsan 🥐 with a cautionary tone. 🥐 “This is a market up, vol up event…you want to be long long-dated calls and playing this with leverage.”
Schwab Network Cem Karsan 🥐 Oliver Renick 🥐 crumbs with OJ There is event #volatility going into the Election That event is what will drive this market up 🔺 vol up 🔺 event into January We got the wobble ✅ ... if we get to 6000-6100 be very careful in January
My good friend Jason Burack interviewing the great Cem Karsan 🥐 🔥🔥 Cem Karsan: Inflation Comes Back In Waves Like 1968-1982? Good for Gold,... youtu.be/ocJ3dI60TSw?si… via YouTube
"Gold is as cheap today as it has ever been!" Goehring & Rozencwajg's Adam Rozencwajg joins Cem Karsan 🥐 and I and reveals why gold’s fundamentals are incredibly bullish, with central banks stocking up. Don't miss the episode!
Supply disruptions are everywhere: oil, gas, uranium… but most investors haven’t noticed. Join Goehring & Rozencwajg's Adam Rozencwajg, Cem Karsan 🥐, and me as we explore why we may be in the early stages of a commodity market boom! toptradersunplugged.com/podcast/the-st…
"We're gold bulls, but we're not gold bugs" With gold prices at all-time highs, is this the moment to act? Listen to this discussion Cem Karsan 🥐 and I have with Adam Rozencwajg from Goehring & Rozencwajg. bit.ly/4eseF0r
Cem Karsan 🥐 this is excellent macro/background information on commodities (especially energy/gold) done guys.
📌 In case you missed it on Real Vision last week. Cem Karsan 🥐 x Ash Bennington 👇 Now, available on YouTube youtu.be/3hcwlrq3NXM
At min. 27' explains how large the $SPX $SPY and vol-markets are: "It's not tail wagging the dog it ís the dog" Ash Bennington says "Volatility itself is larger than the market" Cem Karsan 🥐 says, is a concept i accept but can hardly comprehend.. youtube.com/watch?v=3hcwlr…