SI285: Elections Ahead & What this Mean for Investors ft. Cem Karsan
发布时间 2024-03-02 07:00:00 来源
摘要
Today, Cem Karsan joins us to discuss a wide range or really important topics. Inspired by questions from listeners we discuss how the balance in asset performance is shifting and how 0DTE impact markets. We also discuss how 2024 will contain more inportant elections than any other year in recent history and how we foresee the U.S. election will play out, the state of flows and the rise of a new meme stock. Lastly, we discuss whether the U.S. is beginning to loose the exorbitant privilege due to their huge debt and the potential power shifts that can happen in the nearby future.-----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: 01:06 - What has been on our radar recently?05:13 - Industry performance update08:01 - Q1, Rick: Is positioning in tech under or over weighted?11:23 - How 0DTE impact markets18:08 - Is the VIX broken?24:03 - 2024 - The year of elections30:19 - Republicans or democrats - does it even matter to the markets?32:09 - The return of the Kennedy's39:15 - What is going on with flows?47:55 - The rise of meme stocks52:41 - How the U.S. debt will impact the dollar59:59 - A wild ride for Japan01:05:54 - Thanks for listeningCopyright © 2023 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my...
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