Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Cem Karsan, Founder and CIO of Kai Volatility Advisors, examines the recent S&P 500 rally, the mechanics of government liquidity, current geopolitical and trade developments, and the growing role of options markets in price formation.*This video was recorded on May 13, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CEM KARSAN:X: https://x.com/jam_croissantKai Volatility Advisors website: https://www.kaivolatility.com/"U Got Options" Podcast: https://www.toptradersunplugged.com/podcasts/u-got-options/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.2:06 - Historic S&P 500 rally5:33 - Proactive government response7:38 - How liquidity reaches markets14:22 - Trump’s communication strategy19:24 - The China trip and Xi meeting23:58 - Options markets and 0-DTE29:51 - Outlook and the 1999 parallel33:10 - Closing thoughts on wealth inequality#investing #stocks #economy