Episode Details
| Title | Unpacking The Election’s Impact On Markets | Cem Karsan |
|---|---|
| Date | 11/6/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $VOL - Volatility has become cheap, particularly in long-dated out-of-the-money calls, presenting a buying opportunity.
- “Vol has got cheap again And particularly out of the money calls, long dated out of money calls. You could own them again.” - Cem (55:54)
- 🟢 $EQUITIES - 🔒
- 🟢 $GOLD - 🔒
- 🟢 $BTC - 🔒
Bearish:
- 🔻 $BONDS - 🔒
- 🔻 $USD - 🔒