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MKT Call 7/19/22: Bear Market Rally, Yields Ready to Party and Novogratz on Bitcoin

RiskReversal Pod

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Bank of America Survey Shows Full Investor Capiton

Bank of america survey shows full investor capit on in terms of optimism, extreme optimism. When that happens, it's deemed to be normal. But what does it mean in a short term? It means we're probably do for the bounce that we're seeing. And that's something we've said for a while. I'll say, it hasn't been the straight line bounce that i thought we would get. Yesterday, notwithstanding, today, we're back on horse i'm going to still hold out the, not hope, but the view the forty 100 to the n and p is sort of in the cards.

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