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Episode TimeStamps:02:33 – What happened this week?
06:56 – Industry performance update
08:38 – An interesting inflection point
16:29 – The timing of tops vs. bottoms
21:25 – Why are people short today?
25:57 – How will AI affect the middle and upper class?
30:56 – Where are we at in the cycle?
36:11 – Karsan's outlook for earnings
39:25 – Passive vs. Active investing
44:25 – Expectations for OPEX in May
49:18 – What could change Karsan's bearish view?
52:22 – The debt problem
01:01:09 – A society in decline
01:03:46 – Thoughts on Gold
01:05:42 – Thanks for listening

The post 243 Systematic Investor Series ft. Cem Karsan – May 13th, 2023 appeared first on Top Traders Unplugged.