Episode 036: To Rotate or Not To Rotate?

05/09/2020 49 min Temporada 1 Episodio 36
Episode 036: To Rotate or Not To Rotate?

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Episode Synopsis

In this week's episode, David and Ian discuss the hard correction we saw in the equity indices this week, the rising VIX, interest rates, and where the overall market environment now stands. David also takes some time to cover whether the idea of rotation is justified. Ian draws similarities to the market with "maps versus the reality of the the terrain".