
Option Dealer Flows, Inflation and Investing in a Changing World | Cem Karsan
15 Jul 2022
1h 14m
We take complex investing topics and make them understandable for everyday investors. Subscribe to get new interviews every week with great investors and deep dives into topics like macroeconomics, value investing, factor investing, and more.


Low expected returns in traditional asset classes necessitate a shift toward systematic investment strategies and increased patience. Current market valuations for stocks and bonds, while slightly improved, remain historically low, challenging the viability of traditional 60-40 portfolios. Antti Ilmanen, Principal at A...


















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