How to Be Proactive in the Market Environment

A market environment plays a huge part in all these stocks. How do you get engaged on that or where we are in the cycle? Yeah, that's a really good question. As I said, I think we're in the late innings of the cycle. It doesn't mean it can't continue for a while. But I think we try and get a bit more defensive. We're holding larger cash positions than we would otherwise. And the growth names may continue to grow.And I certainly hope they do. But again, without those many corrections along the way, at some point we're going to be back in a recession. It's inevitable. I don't know what it's going