The Compound and Friends cover image

Live in Naples with Brian Belski

The Compound and Friends

CHAPTER

Navigating Market Cycles and Sentiment

This chapter explores the financial market's cyclical nature, emphasizing the need for caution during prosperous times. The speakers discuss the dual role of strategists in managing portfolios and highlight the inconsistencies in fund manager sentiment as revealed through surveys. Additionally, they reflect on the evolution of market communication and the impact of historical events on investor psychology, advocating for a focus on quality U.S. equities amidst current market volatility.

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