Join Ryan Mumy and Justin Greenhill as they navigate the market rollercoaster, with the NASDAQ down 12% and S&P down 9% in just three weeks. From the not-so-magnificent Mag 7 performance to Tesla's epic 50% round trip, they examine what's driving market volatility and why non-US stocks are suddenly stealing the spotlight. Their straightforward discussion covers recession indicators, treasury trends, and why cocoa prices mysteriously move like Bitcoin.
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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
