Episode Details

Cem Karsan is back with some big calls. He thinks the U.S. has boxed itself in so badly that the only way out is for the government to start printing money and buying stocks directly, and he doesn't think we're waiting years for it. He also walks through why a market crash has to come first, when he expects it, and where Bitcoin lands in all of this.

• How a handful of stocks hold up the entire S&P, and what happens to the other 94% if they crack
• Why he says this year's earnings growth is just the market counting its own gains twice
• How a two-month rally created five times more money than everything printed during Covid
• Why he thinks the government needs a 25-35% crash first, and the Hank Paulson interview he reads as the warning shot
• What the government will tell people when it starts buying stocks
• Why he owns Bitcoin and still doesn't think it'll be allowed to win

Cem is a former market maker who now runs Kai Volatility Advisors. Follow him on X at https://x.com/jam_croissant 

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