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SI288: Why Investors are Under-Allocating to Trend Following? ft. Alan Dunne

Top Traders Unplugged

CHAPTER

Economic Trends and Potential Market Bubbles

The chapter explores current global economic trends through the lens of historical economic cycles, drawing parallels to the 1990s and discussing market highs, productivity growth, and the debate on market bubbles. It reflects on Greenspan's speech on irrational exuberance in 1996 and its implications for today's market conditions, including considerations on AI-driven investments and global macro events. Furthermore, it delves into challenges like refinancing needs in commercial real estate and corporate bonds, as well as the impact of central bank policies on bond yields and potential systemic risks.

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