Why Are You Even in the Market?
The Compound and Friends
00:00
The Bounce Is Not Going to Be Good for Fingers
There's more cash in global fund manager portfolios now than there was in april 20 20, which i guess it makes us. So you've limatic people, and these people will chase eventually, if the bounce doesn't break down. John thougthis tar pack up. This is bank of americaa global tor survey. The average cash level is about six%. But that's about as high as it will ever get. It's interest ing ase you have systematic money being put to work as it has no choice.
Transcript
Play full episode
