Grab your Popcorn and watch the show.80% cash. Looks good today - but not sure how long that's going to be true. Is this going to become precipitous? I don't think so. The ingredients aren't there (GFC, COVID). It's just sentiment. A re-pricing.Is it the start of a longer downtrend? Possible - that depends on the US economic impact (recession or not).In every case the main debate is when this sell-down becomes an opportunity.Let's react not predict. Nothing to react to yet.Looking at alternatives to cash - no rush today.This is our daily podcast, exclusively for Marcus Today members - covering everything you need to know about our Strategy Portfolio and the stock market each day. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Subscribe to Marcus Today and stay ahead with expert research and analysis.

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