Relative Sentiment Investing with Ray Micaletti
Excess Returns
00:00
Do You Think That's a Good Diversifier?
I think that what we would find is if the top echelon and relative sentiment you would have stugs across the spectrum. So I do think that it might be somewhat correlated with other factors. If anyone has that data and wants to do a jewelry project, I'd love to look into that idea. It's one of those rare extreme levels of bullishness. Although right now it's at 94%, 95%. And so when designing this, so essentially it's an equities bond and gold fund.
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