In this episode, Cem Karsan joins the show to discuss the election’s impact on markets, the new era of populism, and the post-election volatility smash. We also delve into Trump’s impact on the Federal Reserve, the annual re-leveraging effect in markets, and much more. Enjoy!
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Timestamps:
(00:00) Introduction
(10:11) Pollster Miscalculations
(12:03) Societal Impact Of Election
(19:49) Secular Vs Cyclical Impact
(27:52) Ledger Ad
(28:37) How Will The Fed React?
(33:03) Money Printing & The Dollar
(35:38) Volatility & Market Structure
(43:39) The Re-leveraging Effect
(52:06) Market Outlook
(56:32) Learn More About Cem's Work
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Hôtes et personnes invitées
Informations
- Émission
- FréquenceToutes les 2 semaines
- Publiée6 novembre 2024 à 22:13 UTC
- Durée58 min