Well it's a new year and with it, I'm doing my best to bring important new voices into the discuss here at Thoughtful Money.

And today we're fortunate to sit down with one of them: Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors, widely known as @jam_croissant on X/Twitter.

He's one of the more requested names I've had from this audience and I'm thrilled we've been finally able to make an interview with him happen.And he thinks we're early on in a new secular change that will make the coming decade look and feel very different in the economy, markets and society from what we've become accustomed to over the past several decades.

And in the near term, he sees inflation likely to resume again, in no small part due to the Fed's efforts to engineer a 'soft landing' this year.

Follow Cem at https://www.kaivolatility.com

Or on X/Twitter at @jam_crossaint

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#stagflation #inflation #recession