Cem Karsan joins us to kick off 2024, where we discuss what lies ahead, and where we question if the reassuring inflation picture with falling prices, rising employment, and decreasing interest rates, may be a mirage. What do recent trends tell us about the outlook for 2024 and is the inflation environment the true driver of the economy? Why does Cem believe we are moving towards stagflation and what implications will this have for the economy? How has the understanding of “normal” changed over time and how will the U.S election impact 2024? And finally, Cem explains why he believes we need crises and much more.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Cem on Twitter.

Episode TimeStamps:

01:30 - What has been on our radar recently?

03:02 - Industry performance update

06:15 - Q1, Rick: What are the implications and risks of the recent spike in SOFR?

11:02 - What trends have we seen recently?

16:53 - It all comes down to the inflation environment?

24:49 - Hidden dangers for the younger generation

27:29 - Soft landing + goldilocks = stagflation?

32:19 - Under the hood of inflation

34:23 - What is normal?

39:49 - How the U.S election will change the world

46:30 - Will 2024 lead to surprising moves in the ongoing conflicts?

49:59 - Looking from a bigger perspective

53:00 - Looking into the crystal ball

59:05 - Teasing for the conversation with David Dredge

01:03:58 - Thanks for listening

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer