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Episode TimeStamps:
00:56 – What has caught Cem's attention recently?
03:14 – Volatility and seasonal patterns
08:27 – Industry performance update
09:34 – Is vol trading predictable?
17:15 – Why are vol spikes becoming shorter?
20:19 – Cem's take on the fourth turning
33:12 – Why is demographics so critical today?
39:04 – A tug of war between flows and macro
50:28 – A new all time high for stocks?
52:07 – Major moves in markets
01:00:58 – Too bullish too soon?
01:03:03 – Be flexible, be water
01:06:07 – Thanks for listening