Cem Karsan, founder of Kai Volatility Advisors, joins Maggie Lake to examine the current market rally, the macroeconomic backdrop, what options flows suggest about market sentiment and structure, and how these factors dictate market behavior.
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00:00 - Intro
02:10 - Cem's Perspective On The Market Rally
08:30 - Fed's Words vs Actions
11:10 - The Inflation Picture
17:10 - Positive Liquidity
18:40 - NVIDIA & The Implications On The Larger Market
21:00 - Market Trends: Rotation or More Of The Same
27:45 - Implications of AI And The Future of Trading
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