SI236: New Opportunities in Volatility Trading ft. Cem Karsan

Join us for an insightful conversation with Cem Karsan as he sheds light on the current financial landscape, from the recent banking crashes to Central Bank Rate Hikes and Geo-Political developments. Discover the reasons behind the unprecedented moves in the volatility space and how they're impacting different strategies, including trend following. Cem shares his thoughts on the critical importance of positioning and why volatility strategies are currently facing tough times. We'll also delve into the potential consequences of a loss of confidence in central banks and their policies, including much higher bond yields. And don't miss our discussion on how the upcoming U.S. Presidential Election will impact economic policies in the months to come. Tune in to gain valuable insights from one of the sharpest minds in finance.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 02:03 - Reflecting on the current bank crashes 06:03 - The difficult situation for Powell 09:38 - The geopolitical perspective 12:38 - Surprises in the OpEx 18:03 - Weekly update 20:24 - The volatility winter27:05 - Vol strategies in the equity space30:38 - How volatility funds are finding it hard to make money at the moment? 36:11 - Are vol strategies on a downfall? 44:15 - A loss of confidence in Central Banks48:09 - What are the signs to look for? 50:55 - The U.S election...and how it will affect economic policies54:11 - The U.S debt...