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Global EQD ’23 Breakdown with Jeff Malec (part 2)
Mutiny Investing Podcast
The Role of Retail in Cross Asset Correlation
When does retail's non-toxic flow become toxic? This was even in meme stocks and they were tying in meme stock a little bit stuff as their wealth. As soon as they in aggregate and in correlated nature moving the same direction at the same time, that's like nuclear toxic or something. Like it's just a whole other level. It goes from non-t Toxic to just like get the hell out of the way and shut down. Just flip sign immediately. So then, sorry, but isn't that interesting? You two panels are like, if we see yields down, where they say yields down, stocks down, yields up stocks down. No, I think Vishnu is
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