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Financial Meltdown: The Trades Of March 2020 | Alex Gurevich
Forward Guidance
How to Be a Constructive Investor on the Long Beta Trade
I think even from the last time I saw that my view may be like maybe three hikes or something. So I'm not constructive right now on beta assets in general. Even though you can surely find pockets of beta which are valuable and earn good carry. And there are things that you can hold through the cycle just because it's so good. You could tell capital lies on certain things, no doubt. The recent shakeouts probably create some pockets of value or things that you really truly believe in. But now they're like 60 70% cheaper certain particular stocks that you'll high flying stocks which get really shaken down. Or certain assets like if you like precious metals in the long run, well
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