How will populism reshape the markets? Kai Volatility’s Founder, Cem Karsan, explains the economic impact of populist leaders like Donald Trump and their demand-side policies, including tariffs, fiscal spending, and deglobalization. He joins Wealthion’s Andrew Brill to analyze how these shifts will drive inflation, challenge the Federal Reserve, and create market headwinds. Cem also breaks down key seasonal trends, such as the Santa Claus rally and re-leveraging effects in early 2025, and shares why investors should approach 2025 with caution. This in-depth discussion provides valuable insights into inflation, market cycles, and how to navigate the future of investing. Don’t miss this insightful discussion on market cycles, inflation, and the growing dominance of options trading from a true master of the trade.

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Chapters:

1:12 - The Economy is Not The Market

3:28 - A Shift in Economic Models: From Supply to Demand

6:31 - Interest Rates, Inflation, and the Fed’s Dilemma

11:08 - Populism, Trump, Politics, and Inflation

14:47 - The Bigger Picture: Markets, Options, and Time

17:20 - Volatility and Dispersion: Stocks vs. Indexes

26:21 - Reading the Options Market: Can You Predict Stock Moves?

29:43 - The Santa Claus Effect: Why Markets Rally in December

36:56 - Looking Ahead: A Bearish Start to Next Year?

38:09 - Betting on Probabilities: Options vs. Stocks

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