The Realities of Positioning for a Pandemic
Real Vision: Finance & Investing
00:00
Pandemic and the Future of the Market
The biggest thing that came out of the pandemic u i mean, as i said, there's two aspects to it. Is the social aspect, which just has me very frustrated and very angry that, as the society, we enabled ourselves to be what i would describe is manipulated into very poor decision making. On the market side, to me, the clear takeaway is this rising in elasticity dynamic where the participants become much less valuation sensitive. Andi would argue, we've actually seen this, paradoxically, on both sides. The rally upwards in commodity oriented names, a, you know, many forms of commodities themselves,. A the behaviour of unprofitable companies that benefited from inflows
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