“We’ve Seen This Movie Before.”
I recently had the privilege of presenting at the
CMT Boston Spring Summit on May 15th, and I chose to explain
why I felt we were in a bubble without using charts or fundamentals!
A few key takeaways include…
- We’ve been here before,
- This could be one of the greatest bubbles of all time,
- Right now, there is plenty to be long, and plenty to be short, and finally
- Although we also expect one of the worst post-bubble bears of all time, the market is fine until structure begins to break at the margin.
Enjoy this full recording of the presentation, including Q&A.
