Every few years, the market serves up a golden opportunity as overly leveraged investors (mostly hedge funds) unwind losing trades all at once.
This has caused volatility to skyrocket to levels only witnessed during the financial crisis and COVID crash.
Both of these were amazing buying opportunities. And this time will be no different.
In today’s video, I also cover:
- Why hedge funds are caught on the wrong side of the Yen carry trade. (0:43).
- Why the Sahm Rule predicts a recession. (3:05).
- Is the Fed making a policy error? (4:27)
- Why we’re witnessing a historic rally in bonds. (7:27)
Click the thumbnail below to start watching:
(Or read the transcript here.)
Until next time,
Ian King
Editor, Strategic Fortunes