From Top Traders Unplugged:
November 4, 2023: Cem Karsan returns to help us uncover the art of tail hedging and whether he views the January 2024 OpEx as a possible inflection point and the start of a new bear market. We discuss the latest events in the macro space, especially regarding the conflict in the Middle East, and how it impacts markets, why Niels believes we are probably heading towards a world where investors are completely wrongly positioned and why it is important to think differently when it comes to asset allocation. Lastly, Cem explains how the incoming holiday season acts as a volatility compression mechanism, what he took away from the recent CBOE RMC Conference, and much more.