← Cem Karsan
Episodes featuring Cem Karsan
10 episodes, newest first.
- Nov 11, 2026
Pomboy warns debt and AI optimism conceal deeper market risksThoughtful Money with Adam TaggartNov 11, 2026 - Nov 9, 2026
Treasury stress could force a new market regimeMonetary Matters with Jack FarleyNov 9, 2026Guest - Nov 7, 2026
Passive portfolios face a regime change testTop Traders UnpluggedNov 7, 2026Guest - Nov 5, 2026
Market flows could overpower fundamentals before a 2027 crisisThoughtful Money with Adam TaggartNov 5, 2026Guest - Oct 31, 2026
Trend following tests the 60/40 portfolio’s resilienceTop Traders UnpluggedOct 31, 2026Guest - Oct 14, 2026
AI earnings face a bond-market speed limitTop Traders UnpluggedOct 14, 2026 - Oct 6, 2026
Karsan sees crisis forcing Washington into stock marketsNatalie Brunell's Coin StoriesOct 6, 2026Guest - Oct 2, 2026
Karsan warns markets could snap from bond stress to policy rescueTop Traders UnpluggedOct 2, 2026Guest - Sep 26, 2026
AI portfolio agents face the test of investment realityTop Traders UnpluggedSep 26, 2026 - Sep 2, 2026
Debt, inflation expectations and the Fed’s shrinking room to maneuverTop Traders UnpluggedSep 2, 2026Guest