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"A 35% Market Crash Is Coming": Cem Karsan Exposes What Wall Street Is Missing — Key Takeaways

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"A 35% Market Crash Is Coming": Cem Karsan Exposes What Wall Street Is Missing

Natalie Brunell1h 10mOct 6, 2026

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The US government will likely launch a sovereign wealth fund to buy stocks and cap Treasury yields within 3-6 months after a manufactured or real crisis (forecast: 20-40% market drop), so hold gold, Swiss francs, and cash to deploy into the dip.

Key takeaways

60% of S&P 500 is in a bear market despite all-time highs

60% of S&P 500 is in a bear market despite all-time highs

  • 45% of S&P 500 companies have negative one-year beta to the index itself
  • Top 6% of S&P would still value index at 4,400 if bottom 94% went to zero

Market is too big to fail: $50T collateral added in two months

Market is too big to fail: $50T collateral added in two months

  • April-May S&P rally took market from $250T to $300T valuation
  • COVID QE was $10T — two months of rally created 5x that in collateral

US sovereign wealth fund will buy stocks within 3-6 months

US sovereign wealth fund will buy stocks within 3-6 months

  • US created sovereign wealth fund and Trump accounts as infrastructure
  • Japan did this for ~20 years; Japan owns 8% of the Nikkei

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In this video

  1. 1mTrailer
  2. 1mWhy reading the market isn't enough anymore
  3. 5mThe five pressures backing Washington into a corner
  4. 9mHow a few stocks are hiding how weak the rest is
  5. 16mIs buying stocks the government's only move left?
  6. 22mWhy they need a crash, and why it hasn't happened yet
  7. 28mWho really controls the world's oil right now
  8. 34mThe debt wall nobody is talking about
  9. 43mWhy Bitcoin exists, and where he thinks it hits a ceiling
  10. 54mHow far down he thinks this goes
  11. 58mThe AI story that made him start watching for a trigger
  12. 1h 6mWhat he'd actually do with his money right now

“The US government buying stocks... it's coming in the next 3 to 6 months. We have created a sovereign wealth fund.”

— Jem Carson

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