From Top Traders Unplugged:

October 4, 2023: Goldman Sachs Head of Asset Allocation Research, Christian Mueller-Glissmann shares his current investment framework with Cem Karsan and I today. It's an important conversation as it touches on so many of the most important questions that investors, individual as well as institutional, are faced with right now. How we as investors should allocate our capital taking into account the ever-changing Global Macro regimes was fascinating to explore, with one of the sharpest thinkers on this topic. Like Cem and I, you will be impressed with the depth of research and knowledge that Christian shared in our conversation.

From Real Vision:

September 28, 2023: Stocks push higher as investors digest news out of Washington, mixed economic data, and steady highs in interest rates. Cem Karsan, founder of Kia Volatility Advisors, sits down with Maggie Lake to discuss the seasonality of market trends, how a government shutdown and an increase in structured product issuance would impact markets, and what investors need to know about Wall Street’s new favorite dispersion and index.

From Real Vision:

September 6, 2023: Imran Lakha, founder of Options Insight, welcomes the founder of Kai Volatility Advisors, Cem Karsan, to discuss what they’re seeing in the options markets and the importance of looking at this market holistically. They will also share their thoughts on Zero Days to Expiration options (Zero DTE) and how they identify market fragilities.

From Top Traders Unplugged:

August 19, 2023: Cem Karsan joins us for a wide ranging conversation where we discuss the current volatility environment and if vol trading can actually be predictable, the current Fourth Turning and how this will impact the level of volatility and where Cem’s outlook differ from Neil Howe's, why demographics is “destiny” and the current tug of war between flows and macro. We also discuss why Cem is watching NASDAQ so closely and the historic rotations that are happening in markets at the moment, why Cem believes it is important to “be water” and much more.

From Real Vision:

July 27, 2023: Stronger-than-expected U.S. GDP and earnings season keep this market rolling. Cem Karsan, founder of Kia Volatility Advisors, joins Maggie Lake to unravel the market action following strong economic data and Q2 earnings. Cem will also explore what sectors are signaling concern and where he sees opportunity.

From Schwab Network:

July 17, 2023 - Here comes another big rotation, notes Cem Karsan. He discusses why are bulls defying expectations. He talks about how stagflation is a worse case scenario than a recession, and we should expect longer yields breaking higher. He mentions that investors should watch oil and food, as higher prices could filter to a higher CPI. He mentions that it's not a surprise that oil's bottoming that the bank stocks are doing better. He highlights that liquidity reflexively is inverse to its positioning, so there's still the potential for that kind of blow off top. He goes over how it's very important for investors to understand the flows of windows of opportunity in the markets. Tune in to find out more about the stock market today.

From Real Vision:

May 31, 2023: Cem Karsan, founder of Kai Volatility Advisors, sits down with Maggie Lake to discuss volatility, sticky inflation, and why he thinks a continued market rally could be "dangerous."

From Schwab Network:

May 19, 2023 - May represents a dangerous gateway to the summer, notes Cem Karsan. He discusses the outlook for markets from a technical perspective. His market notes include to sell in May and go away and he highlights that we are amidst a topping process (not too dissimilar for November to February 2022). He talks about how the month prior to the quarterly opex is dangerous and the Fed will have to keep selling calls (keeping rates tight) for the foreseeable future. He goes over how interest rate liquidity operates with massive lag to financial markets. He also mentions the dangers of a continued market rally. He suggests that it could create more potential realized volatility from higher market levels, and inflation will likely remain sticky. Tune in to find out more about the stock market today.

From Real Vision:

U.S. markets sold off as fears of contagion in the banking sector have crossed the Atlantic. This morning, shares of Swiss banking giant Credit Suisse hit record lows after its largest shareholder, the Saudi National Bank, declined to add to its investment. Oil also took a spill, down nearly 6% as of this writing. On the market’s worst day since July 2022, Maggie Lake is joined by Julian Brigden of MI2 Partners and Cem Karsen of Kia Volatility to explain what’s driving the selloff at Credit Suisse and where the troubles could spring up next.