This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day.
On our second episode, we invited our good friend Corey Hoffstein (Newfound Research) to analyze the roller-coaster experienced by equity investors in the past 3 months and discussed:
– the disconnect between the equity rally and the pain in the broader economy
– the companies and sectors that have led the charge
– how Trend signals in equities have evolved in the recent period
– how investors might position themselves going forward
We also address the big question in most investors’ minds: should they jump back into the stock market and avoid additional FOMO or take this second chance to embrace a more diversified and adaptive approach?
Listen to the podcast version here: https://investresolve.com/podcasts/resolves-riffs-on-crouching-bull-hidden-bear-second-chance-for-investors/
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