What podcasts say about Cem Karsan

Every statement, with the speaker, the exact quote and the moment it was said.

What Cem Karsan has said on podcasts

128 statements · 58 positive · 49 negative · 4 mixed · 17 neutral

on Passive investingNegativeNov 7, 2026· Top Traders Unplugged
Passive investing and buy-and-hold strategies will perform poorly under emerging financial stresses
“the whole world of passive investing, the whole idea of sit back, it's easy. Guess what? Not going to work so well”
Listen at 0:01
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on Volatility managersPositiveNov 7, 2026· Top Traders Unplugged
Two strong volatility-trading days can offset six months of poor performance
“two days in vol space, by the way, can make up for six months of bad performance”
Listen at 7:28
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on U.S. administration market managementNeutralNov 7, 2026· Top Traders Unplugged
The administration is beginning a new market-management phase signaled by official rhetoric
“this is the beginning of kind of the next move. And you should listen closely to what they're saying.”
Listen at 11:09
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on U.S. financial systemNegativeNov 7, 2026· Top Traders Unplugged
The financial system cannot continue without more extreme government intervention
“It has gotten, I will say, to the end of the line in terms of without more extreme measures, increased involvement, it is unable to keep going.”
Listen at 13:22
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on U.S. national debtNegativeNov 7, 2026· Top Traders Unplugged
U.S. national debt is unsustainable and accelerating as interest rates rise
“a dramatically kind of unsustainable national debt that's accelerating with interest rates rising”
Listen at 14:22
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on Global equity marketsNeutralNov 7, 2026· Top Traders Unplugged
Global public and private equity markets total approximately $300 trillion
“we now have a $300 trillion equity private and public market”
Listen at 14:39
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on ProtectionismNegativeNov 7, 2026· Top Traders Unplugged
Protectionism causes global conflict
“Protectionism, which then causes global conflict.”
Listen at 16:51
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on U.S. Middle East policyNeutralNov 7, 2026· Top Traders Unplugged
U.S. Middle East policy seeks to protect the dollar by controlling regional trade
“It is, quite frankly, trying to draw a moat. around the US dollar by controlling trade out of the Middle East.”
Listen at 19:01
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on U.S. debt monetizationNeutralNov 7, 2026· Top Traders Unplugged
The U.S. will print dollars to monetize its debt
“They will print dollars, which will monetize the debt.”
Listen at 21:22
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on U.S. industrial policyNeutralNov 7, 2026· Top Traders Unplugged
The proposed U.S. response is monetary expansion combined with state-directed stock purchases
“print money, buy stocks. And you do that as state industrial policy”
Listen at 26:25
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on Direct financial supportPositiveNov 7, 2026· Top Traders Unplugged
Policymakers must provide people with direct financial support to contain populism
“you have to start giving people money”
Listen at 32:46
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on Universal basic incomeNeutralNov 7, 2026· Top Traders Unplugged
Economic policy will increasingly resemble universal basic income
“we're really ultimately going to head to something that looks like more like universal basic income”
Listen at 34:03
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on U.S. economic policy packageNegativeNov 7, 2026· Top Traders Unplugged
The proposed economic policy package cannot be implemented without a crisis
“you cannot deploy it unless you're in crisis”
Listen at 35:01
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on Communism and socialismNegativeNov 7, 2026· Top Traders Unplugged
Communism and socialism are ineffective because they conflict with human nature
“We know communism and socialism don't work because they're unnatural. They do not work.”
Listen at 40:49
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on Major systemic crisisMixedNov 7, 2026· Top Traders Unplugged
A major crisis is necessary to clear accumulated systemic pressures
“The greatest thing that we can ask for is a crisis. We need, I've tried to end and explain that we need a crisis.”
Listen at 44:47
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on Trump administrationPositiveNov 7, 2026· Top Traders Unplugged
The Trump administration must respond aggressively to systemic pressures
“they must act. And they must act aggressively.”
Listen at 45:44
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on Current financial policy supportNegativeNov 7, 2026· Top Traders Unplugged
Current policy support is sustaining an unsustainable financial system
“they are trying to support what is currently, in my opinion, unsustainable”
Listen at 46:33
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on Portfolio resiliencePositiveNov 7, 2026· Top Traders Unplugged
Investors should build portfolio resilience rather than rely on predictions
“you need to create resiliency”
Listen at 52:21
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on Investment selectionPositiveNov 7, 2026· Top Traders Unplugged
Investors should invest in assets they understand
“invest in what you know”
Listen at 53:07
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on Portfolio diversificationPositiveNov 7, 2026· Top Traders Unplugged
Investors should diversify into genuinely uncorrelated assets
“don't just invest in long. Assets. Invest in non-correlated assets. Use power of diversification to your benefits.”
Listen at 53:41
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on Portfolio insurancePositiveNov 7, 2026· Top Traders Unplugged
Investors should use portfolio insurance and reinvest its proceeds
“You have insurance in your portfolio and monetize it, right? And put it back to work”
Listen at 54:05
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on OptionsPositiveNov 7, 2026· Top Traders Unplugged
Options enable more precise risk-return management and capital-efficient diversification
“you have the right tools a la options, right? You can be much more precise with risk relative to return”
Listen at 54:45
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on Meaningful systemic crisisNegativeNov 7, 2026· Top Traders Unplugged
A meaningful crisis will occur before June 2027
“before June of 27, we believe there'll be a meaningful crisis”
Listen at 1:00:28
Open the episode · SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan
on debt crisisNegativeNov 5, 2026· Thoughtful Money with Adam Taggart
A debt crisis is likely to arrive sooner rather than later.
“my view, it's a big call. is that something's coming sooner rather than later.”
Listen at 1:20
Open the episode · Crisis Is Coming In Early 2027 | Cem Karsan
on year-end market actionPositiveNov 5, 2026· Thoughtful Money with Adam Taggart
Market action should remain strongly supported through year-end.
“the day forward action here should be very supported into the end of the year because of a lot of those dynamics.”
Listen at 16:45
Open the episode · Crisis Is Coming In Early 2027 | Cem Karsan
on post-election market flowsPositiveNov 5, 2026· Thoughtful Money with Adam Taggart
Post-election market flows are meaningfully positive.
“flows are, I would characterize them as meaningfully positive.”
Listen at 18:07
Open the episode · Crisis Is Coming In Early 2027 | Cem Karsan
on administration incentives and macro conditionsNeutralNov 5, 2026· Thoughtful Money with Adam Taggart
Administration incentives and macro conditions affect markets over longer periods.
“big picture incentives what what an administration may or may not do, what the macro is doing and turning to. Those are valuable things, but they work over much slower, longer periods.”
Listen at 25:31
Open the episode · Crisis Is Coming In Early 2027 | Cem Karsan
on post-midterm market outlookNegativeNov 5, 2026· Thoughtful Money with Adam Taggart
The post-midterm market outlook is broadly poor over the longer term.
“I've been very vocal about a broadly post-midterm poor outlook on a much longer timeframe.”
Listen at 26:18
Open the episode · Crisis Is Coming In Early 2027 | Cem Karsan
on macroeconomic conditionsNegativeNov 5, 2026· Thoughtful Money with Adam Taggart
Macroeconomic conditions are expected to worsen considerably.
“I'm also going to tell you here shortly that the macro is getting considerably worse as we go forward.”
Listen at 36:45
Open the episode · Crisis Is Coming In Early 2027 | Cem Karsan
on global debt refinancingNegativeNov 5, 2026· Thoughtful Money with Adam Taggart
A large refinancing wave began this year.
“they've known they have a tidal wave of refinancing that started this year.”
Listen at 47:56
Open the episode · Crisis Is Coming In Early 2027 | Cem Karsan

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.