SI347: Stagflation, Storytelling, and the Search for a New Hero ft. Cem Karsan
Today Cem and Niels dissect a world quietly shifting beneath our feet.
As markets hum along, Cem explains why the real story lies beneath the surface: a structural liquidity drain, a creeping stagflation that defies familiar playbooks, and a political regime shift few are pricing in. From Buffett’s exit to dollar fragility, elite endowments tapping the bond market, and oil diplomacy with geopolitical undertones—this is a conversation about change in motion.
But this episode doesn’t stop at markets. It’s about the narrative arc of societies under stress—about whether the West can summon the unity and courage to face its next great test.
Insightful, urgent, and layered - this is the episode you will look back on and say: the clues were all there.
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Episode TimeStamps:
01:17 - What has caught our attention recently?
06:54 - Industry performance update
08:44 - Inflation is coming - what now?
16:43 - The Fed is stuck and the Trump administration is changing
26:07 - If US debt defaults, what is left?
29:32 - Are we experiencing the decline of the dollar?
40:19 - The OPEC game
43:21 - Reflecting on the conversation with Demetri Kofinas
48:33 - What is courage as a society?
50:49 - The West is being disunified...on purpose
53:22 - Do we actually know who or what the real enemy is?
58:58 - Cem's latest market forecast
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Top Traders Unplugged
Discover the fascinating world of investing with Niels Kaastrup-Larsen and his remarkable co-hosts. Each week, we bring you compelling conversations with legendary investors, leading economists, masterful traders, and forward-thinking thought leaders. From Trend Following and Global Macro to Geo-Politics, Commodities, Quant Investing, Crypto, and Volatility, we uncover the strategies, stories, and lessons behind their success. Gain actionable insights from industry veterans as we celebrate their achievements and learn from their challenges. Stay ahead in the ever-evolving landscape of investing - tune in weekly and elevate your financial knowledge. For the latest episodes and expert insights, visit https://toptradersunplugged.com
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