About this episode
- 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.
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