Cem Karsan

Cem Karsan, Founder and Senior Managing Partner of Aegea Capital Management.

Cem Karsan has been a guest on 2 podcasts across 7 episodes, most recently Excess Returns in October 2025. Each show is judged on its own.

Appearances

The Meb Faber Show
Cem Karsan, Aegea Capital - 30 Day Vol Tends To Be Overbid And You Have Extended Supply In The Back Of The Curve Historically | #252 · Sep 2020

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Excess Returns
The Liquidity Trap Door | Cem Karsan on Why We Are Likely in a Bubble, It Could Get Bigger, And What Pops It · Oct 2025

Investing in a Flows Driven World | Cem Karsan · Oct 2024

Cem Karsan and Andy Constan | PNL For A Purpose · May 2024

The No Landing Scenario with Cem Karsan · Feb 2024

Show Us Your Portfolio: Cem Karsan · Apr 2023

Option Dealer Flows, Inflation and Investing in a Changing World with Cem Karsan · Jul 2022

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Others on The Meb Faber Show

Others on Excess Returns