Cem Karsan joins me for a tour of the current volatility and macro environment, where we take a deep dive into where markets and economy are heading. We discuss the potential of the economy going into stagflation and why many investors might not be prepared for what is to come, the unpredictable volatility environment and how technology like AI is affecting markets. We also discuss the potential dangers of zero day options and how to position yourself appropriately for the markets, how to prepare for the upcoming summer holidays and much more.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

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Episode TimeStamps:

00:45 - The global macro perspective

03:07 - Industry performance update

04:48 - Reviewing the first half of the year

09:14 - A deep dive into markets

24:37 - Preparing for a major blowup

39:24 - Zero day options - a loaded gun?

45:36 - Best Ever 1st half for NASDAQ

48:27 - Preparing for summer holidays

53:35 - Are CTAs and trend followers are pushing the markets higher?

56:43 - Advice when heading into holidays

58:33 - Thanks for listening

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