Strategic Assets Are Convex: Cem Karsan on the Rotation That Started Jan 2, 2026
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YouTubeStocktwits
Strategic Assets Are Convex: Cem Karsan on the Rotation That Started Jan 2, 2026
Welcome back to StocktwitsTV. Host Michele Steele is joined by Cem Karsan for a macro “jam session” that connects January’s market rotation to a much bigger decade-long regime shift. Cem explains why the first trading day of the year looked like a starting gun, accelerating the move toward what he calls strategic assets in a bifurcated ...
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