In this episode, Cem Karsan of Kai Volatility joins the show to discuss the bifurcation of the world economy, inequality & the election cycle, populism during a war-time economy, and the secular market rotation. Enjoy!
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Timestamps:
(00:00) Introduction
(01:12) Market & Political Recap
(08:01) Grayscale Ad
(08:38) Bifurcation Of The World Economy
(17:11) Populism In A Wartime Economy
(23:22) Grayscale Ad
(24:11) Inequality And The Election Cycle
(29:33) Dollar Power And The Federal Reserve
(36:45) Following The Great Rotation
(46:31) Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
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