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Odd Lots

How All Financial Markets Turned Into The Same Big Trade

Sep 28, 2020
In this discussion, Jared Woodard, Head of the Research Investment Committee at Bank of America, delves into why all financial markets seem to align in a single trade. He highlights the surprising convergence of asset classes like cryptocurrencies and stocks, driven by low growth and inequality. Woodard explores speculative trading's impact on asset prices and the debate between growth and value stocks. He also emphasizes the rising importance of intangible assets in investment strategies and the need to rethink investment approaches in a changing economic landscape.
41:56

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