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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Odd Lots · Ozan Tarman on What's Driving The Nonstop Rise in Gold and Tech · 25 Sep 2025 podcast

Very fair.

I'm Tim Odlos.

So I also remember last time we met is April sixteenth in London.

So just uh a week before the big fear.

Euro dollar was right around 110, 111.

We were beginning to sense that this could be a historic year in terms of this deed dollarization, h fund ratios changing.

But we swiftly moved beyond 115 as well.

Now, looking at the picture, two things are very important.

First of all, the flows.

Back to our friend Nvidia, back to our friend Magnificent 7.

Because one pushback from some of my especially fast money friends who all either smell, want or wish a dollar squeeze after such a soft dollar move is what will the flows do?

World continues to buy Nvidia's and Microsofts.

Do they buy it hedged?

So I was a little bit skeptical on that by the way, flows are back.

So a big difference to April sixteenth.

Yeah, we'll talk we can talk about that as well.

Retail late rally, look where we are, all time highs.

My research reports and claims again, uh George Cervalos, that in the last recent uh 30-45 days or so, those flows, almost 80% of them, are hedged.

So people are buying their new media hedged.

So believe it or not, 80% is a big number, say it's 70%, say it's 60, that definitely helps the soft dollar side of things.

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