Cem Karsan

In a debt-driven regime, the level of interest rates isn't the only issue, the real problem is duration risk and the bond market speed limit. Christian Mueller-Glissmann explains why bonds are failing as a portfolio diversifier and what that means for equity multiple expansion. Full Episode U Got Options 13 here: https://t.co/ZXrtpK5Hoq

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Fiscal dominance, public debt burdens, and currency debasement. Christian Mueller-Glissmann explains why real assets like gold have disconnected from traditional real-yield relationships and re-emerged as essential portfolio anchors for long-term wealth preservation. Full U Got Options episode below: https://t.co/ZXrtpK5Hoq

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NEW U GOT OPTIONS - How do multi-asset allocators build resilient portfolios when stock and bond correlations flip positive? Goldman Sachs Head of Asset Allocation Research Christian Mueller-Glissmann shares his framework for balancing equity beta, private assets, and macro risk management in volatile markets. Watch the full discussion: https://t.co/ZXrtpK59yS

🚨🍒🥐 I'll be on @tastyliveshow today at 3pm CT (4pm ET) Join us LIVE by following the link below https://t.co/fCLHfQTNbs

Is the current AI earnings boom a structural paradigm shift, or just a front-loaded sugar rush? Christian Mueller-Glissmann dissects tech profit margins, valuation multiples, and the concentration risks facing index allocators if infrastructure spend doesn’t translate to durable cash flow. Watch the new episode of U Got Options for full breakdown : https://t.co/ZXrtpK5Hoq

The tension between massive AI infrastructure CapEx and the bond market is the defining macro trade right now. On the latest episode of U Got Options, Christian Mueller-Glissmann from Goldman Sachs breaks down the reflexivity: why heavy tech spend pushes real yields higher, and how the bond market eventually becomes an active ceiling on equity valuations. Full conversation from the Cboe floor is live: https://t.co/ZXrtpK59yS

🍒🥐 LIVE IN 10 min, on @tastyliveshow ... Link below👇 https://t.co/aR9miNJz8A

Anyone been predicting this for 67 months? Almost 6 years and people still in denial… 🙄 https://t.co/VRBpJSotvY

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U Got Options is BACK! In Episode 13, I sat down with Goldman Sachs’ Head of Asset Allocation Research, Christian Mueller-Glissmann, live from the Cboe floor. We dig into the structural forces driving this market regime: the bond market’s speed limit on equities, the reflexivity of AI CapEx, the breakdown of traditional 60/40 diversification, and why currency debasement is the ultimate release valve. Full new U Got Options episode is live now: https://t.co/ZXrtpK59yS

Christian Mueller-Glissmann on Bonds, AI CapEx, and 60/40 | U Got Options with Cem Karsan

Welcome back to You Got Options from the SIBO floor brought to you by Top Traders Unplugged and Kaiwa. Today we get to talk to Christian Mueller Glyman from Goldman Sachs. Incredible wide ranging conversation dealing with everything from are we in a bubble? Are the earnings real and sustainable in the market? Do do valuations on a bond basis make sense at this point? What's the role of volatility in a portfolio? And are we likely at this point to need to look at ball a little bit more than we had been in pre previous periods? Lastly, where are we going with the bond market and the speed limit of 6040? Is this a time to be watchful and prepare…

“So when they begin to lust for power and cannot attain it through themselves or their own good qualities, they ruin their estates, tempting & corrupting the people in every possible way. & hence when by their foolish thirst for reputation they have created among the masses an appetite for gifts & the habit of receiving them, democracy in its turn is abolished & changes into a rule of force & violence. For the people, having grown accustomed to feed at the expense of others, & to depend for their livelihood on the property of others, as soon as they find a leader who is enterprising but is excluded from the honours of office by his penury, in…

🍒🥐 LIVE in 10 minutes, Tasty Crumbs on @tastyliveshow https://t.co/MoHDsOxfHU

It's Monday, which means I'll be LIVE at 3 p.m CT (4 p.m. ET) for a new Tasty Crumbs on @tastyliveshow .. See you then! https://t.co/MoHDsOwHSm

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🎈 Populism

People starting to wake up… Starting to see the end game I have been screaming about for almost a year & half now. Now the question is, what are we doing about it? https://t.co/SD4DqTmGk9

https://t.co/oZiAtl3Y4K An inevitable accident…. https://t.co/4CqqC5T28v

Eagle Point Capital and I have been working closely on SiriusXM. This is the first piece of analysis we will be sharing together, with more to come in the months ahead. $SIRI seems very cheap at 6.5x FCF, a 15% free cash flow yield. The low valuation reflects the market consensus that the business is a melting ice cube. The data tells a different story. The stock’s valuation does not take into account the company’s top-line stability, bottom-line growth potential as a capex cycle winds down, a partnership with YouTube, or its unused and unneeded spectrum, which is a hidden asset. The combination of a low valuation, high short interest, and se…

In case you missed this morning's discussion on @tastyliveshow

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