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Investing in a Flows Driven World | Cem Karsan

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. 0:00 Introduction 2:00 Geopolitical events and market impact 8:12 Inflation, Fed actions, and market flows 14:00 Options positioning and market structure 23:45 Market outlook for late 2023 and 2024 30:18 Historical patterns around elections 43:22 Rise of passive investing and potential shifts 51:12 AI as a productivity driver and investment theme 59:00 Cem's unique belief about investing 1:04:31 Closing thoughts FOLLOW CEM ON TWITTER   / jam_croissant   SEE LATEST EPISODES https://excessreturnspod.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW JACK Twitter:   / practicalquant   LinkedIn:   / jack-forehand-8015094   FOLLOW JUSTIN Twitter:   / jjcarbonneau   LinkedIn:   / jcarbonneau