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Show Notes:
Post on LinkedIn from Peter Mallouk on April 4th -
https://www.linkedin.com/posts/peter-mallouk_over-the-last-75-years-the-average-intra-year-share-7444847892332199936-wAUq/?
Post on X from Ben Carlson on March 30th - https://x.com/awealthofcs/status/2038627241551085823
Post on X from Charlie Bilello on March 29th - https://x.com/charliebilello/status/2038333777592684809
#346 Topics:
· Sentiment shift & investor positioning (04:52)
· Market psychology & faster moves (06:23)
· Historical drawdowns & recovery patterns (09:15–12:26)
· Client engagement & resources (07:56–14:02)
· Earnings strength & fundamentals (16:25–18:45)
· VIX signals & volatility outlook (21:09–21:30)
· Long-term volatility & risk management (24:29–25:47)
· Investment philosophy & staying invested (17:50, 26:00)
POWERED BY BLUBRRY
