The Compound and Friends cover image

No Capitulation Necessary

The Compound and Friends

00:00

The Fund Manager Survey - Is This a Real Market Capitulation?

The fund manager survey and for listeners that may not be aware This is real survey that a lot of people pay attention to. Cash levels are at the highest level since April 2001 your thoughts say I Mean it seems pretty pronounced to me But it hasn't worked like this kind of sentiment stuff hasn't worked all year Like we really haven't had any meaningful ReversalsYeah, I think when when I hear people talk about capitulation It's it's a The real in the sense that there's no actionable trading strategy you can ascertain from these data points.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app