Cem Karsan of Kai Volatility joins Jermal Chandler and Mike Butler on expiration Friday and starts by marking his own homework. He had the reversal in this window right and he had the Fed wrong, and he says so plainly before making a single new call. Jermal stops the segment to applaud it.
š tastylive:
tastylive.com
š° Get Tom's pre-market analysis every morning:
tastylive.com/newsletters
š FREE Options Strategy Guide:
tinyurl.com/bp9ms763
š± Follow tastylive on X:
x.com/tastyliveshow
Chapters
00:00 The reversal he saw coming
01:12 Why the shorts needed catching
03:28 Admitting the Fed call was wrong
05:12 A wall of worry can lift markets
06:03 What he said going into the fall
07:22 Oil and yields as a secular move
08:36 Different timeframes, different trades
09:28 Reading the October odds
13:51 Where the underpriced trends sit
16:44 The debasement trade is back
17:36 Crypto's two investor bases
19:42 What comes next for both
20:56 Sizing cr...