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

🚨🍒🥐 LIVE IN 10 - @tastyliveshow Link below 👇 https://t.co/fCLHfQUl10

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

I'll be on @tastyliveshow today at 3pm CT (4pm ET). 🍒🥐 👇 https://t.co/0OwnFtQyqi

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

“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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🚨 Hopping on @tastyliveshow LIVE in 10 minutes. link below! 🍒🥐 https://t.co/vbSDp9yivD

ICYMI: My hit today from the @cboe floor on @CNBC's Power Lunch. https://t.co/tB03cgRbM6