Samantha talks volatility trading strategies with quant brain and fintwit celebrity Cem Karsan @jam_croissant, founder of Kai Volatility Advisors. From Convexity and Risk Premia to Reflexivity and Deal Positioning, Cem shares insights on his 27-point model for assessing risk and timing market moves. With growing tail risk, valuation sentiment reset and diminishing returns to Fed-Fiscal reaction function, Cem see a strong market pullback come September and a larger secular (not just cyclical) move from growth to value for years to come – what Samantha has called since last summer as the rotation from “Paper to Things”. Samantha asks Cem his views on Bitcoin and crypto as a vehicle for supply/demand flows and macro backdrop as market moves to inflation hedges, and liquidity rotation. You will most definitely want to rewatch this one again and again.
Do you follow Samantha’s Trading Insights and other playlists on LaDucTrading’s YouTube Channel?
That’s where you would be first alerted to Samantha’s Free Fishing Videos.
You can SUBSCRIBE to YouTube Here
You can sign up to become a member and receive all of these trades BEFORE they happen… here.
