Will Stagflation Be The Price We Pay For A 'Soft Landing'? | Cem Karsan

Structural inflation forces are building just as the Fed is turning dovish

Well it's a new year and with it, I'm doing my best to bring important new voices into the discussion here at Thoughtful Money.

And today we're fortunate to sit down with one of them: Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors, widely known as @jam_croissant on X/Twitter.

He's one of the more requested names I've had from this audience and I'm thrilled we've been finally able to make an interview with him happen.

And he thinks we're early on in a new secular change that will make the coming decade look and feel very different in the economy, markets and society from what we've become accustomed to over the past several decades.

In the near term, he sees inflation likely to resume again, in no small part due to the Fed's efforts to engineer a 'soft landing' this year — which will surprise investors to the downside, given that markets are current priced to “perfection”.

For the details of Cem’s outlook, click here or on the image below:

I’m so grateful to everyone who has made their way to Thoughtful Money already, especially those of you who have kindly supported me by becoming a premium subscriber to this new Substack. It’s making an important difference in helping me afford the substantial startup costs of birthing this new venture.

Premium supporters will receive my “Adam’s Notes” summaries to interviews going forward (yes, they’re back!), plus periodic advance-viewing and/or exclusive content not made available to the public.

My Adam’s Notes for this discussion with Cem are available to them below.

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