Ozan Tarman
speaker
716 appearances
2 recordings
1 series
first heard Apr 2025
last heard Sep 2025
Ozan Tarman’s voice in public audio — every appearance, attributed to the second.
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Appearances
So I said this again uh before on your shows.
World may be more okay for whatever we define ourselves as 1%, 5%, 0.1%.
There's a much bigger part who are struggling, definitely on US, but globally as well.
Some again, it's a statistic thrown out there.
These days, 10% of the
US consumers accumulate almost fifty percent of the consumption.
And the rest, much less, the wealth effect is getting bigger and bigger.
When I was in college, uh running around in this country, again we we were talking about the wealth cap.
But now this becomes relevant, even macro relevant.
That's why people like me are okay with the rate cuts, risk management or not.
Okay, let me get the pass from Kobe and do a bit of a shack.
Look, uh they do it's is some of especially if they have uh like me, uh born and bred emerging markets but now trading the whole uh wide world.
And if they are Americans touring my uh my beautiful beautiful world, they are affected.
Like they when they hear conversations like this, they understand when uh they traded Turkey, uh Hungary, uh Argentina
And say, okay, because of this politics, financial repression, I don't believe it, that's why I'm selling the currency.
That's why I'm
It was easier to do for somebody else's land and currency.
Yeah.
Now both it hurts them a bit and also it becomes a bit of a dilemma, right?
They may continue to criticize some of the things that are going on, but for the um arguments that I I laid out, risk parity, at least the equity part, continues to do okay.
Showing 301–320 of 716 · page 16 of 36
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