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SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the recent experts who have appeared on this channel 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. And 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. Follow Cem at https://www.kaivolatility.com/ Or on X/Twitter at @jam_crossaint #stagflation #inflation #recession _____________________________________________ Thoughtful Money LLC is in the application process to be a Registered Investment Advisor Solicitor. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor in good standing with the Financial Industry Regulatory Authority (FINRA) who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.