During this 50+ minute interview, Jason asks Adem about his views on the global macro situation, China’s economy, the global supply chain and central bank intervention.
Adem thinks that global growth is now dead for many years and that only central banks will be able to create any inflation.
Adem also spends a lot of time discussing his options trading strategy (with book recommendations!) that is based on the options trading strategies of Mark Spiztnagel, Nassim Taleb and the “Dragon Portfolio” that Christopher Cole of Artemis Capital described in a recent paper.
Views: