Cem Karsan 🥐
@jam_croissant
Founder, Kai Wealth. 27y Quant/Vol/Flow/Macro PM. Ex-MMaker,+10% of SPXOpt’s‘06-10 @phillipsacademy, @RiceAlumni,@KelloggAlumni, Vanna-Charmer🐍,🚫Invest Advice
Joined October 2010
2.3K Following 277.6K Followers
We're in the middle of a debt crisis in the US.
This is Hank Paulson, former US Treasury Secretary during the great financial crisis, filmed in April 2026 forecasting the EXACT position Bessent is in today.
Paulson, appointed by Bush in May 2006 was former CEO of Goldman Sachs.
Today, the US 10 year treasury yields hit a 19 year high.
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