
Mike O’Rourke, Chief Market Strategist, Jones Trading,
Alpha Exchange
What Are the Tail Risks to the Equity Market?
The number one thing i fear for the equity market right now is this episode where it's a multier unwind of excess. If you think about how ipoe, over the span of 18 months, from mid tooth 20 20 to the end of 20 21, all the fiscal montary stimulus that went into the markets just be unwind or just not come in. So those are cause ta lead to slow downs. And then again, we go through the adjustment in 20 20 and like i sait, it takes a long time find out where that real secular trend is. It can get much more painful.
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