SI399: AI, Inflation and the Portfolio That Refuses to Sit Still ft. Alan Dunne
May 9, 2026 - 01:11:50
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Niels and Cem reflect on a year marked by concentration, confidence, and growing structural fragility beneath calm markets. They examine extreme positioning, record low cash levels, and the quiet dominance of reflexive f...
SI379: The Illusion of Safety in a Fully Invested Market ft. Cem Karsan is an episode from Top Traders Unplugged with Niels Kaastrup-Larsen | Engaging Conversations with the Top Traders & Investors by Niels Kaastrup-Larsen. Niels and Cem re...
May 9, 2026 - 01:11:50
May 6, 2026 - 01:05:36
You can listen to SI379: The Illusion of Safety in a Fully Invested Market ft. Cem Karsan online on Radio and Podcast. Open the player on this page to stream the available audio.
SI379: The Illusion of Safety in a Fully Invested Market ft. Cem Karsan is an episode from Top Traders Unplugged with Niels Kaastrup-Larsen | Engaging Conversations with the Top Traders & Investors by Niels Kaastrup-Larsen.
This episode is 01:10:35 long.
This episode was published on Dec 20, 2025.
This episode belongs to Top Traders Unplugged with Niels Kaastrup-Larsen | Engaging Conversations with the Top Traders & Investors.
Use the player on this page to stream the episode online.
Published Dec 20, 2025, 01:10:35 long, audio available.
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