So Much For Sell In May And Go Away: The Relentless Summer Melt-up
Around The World With Yusko · Morgan Creek Capital Management, LLC
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Show Notes
In this episode of Around the World, we dive into the surprisingly "relentless summer melt-up" that has sent markets worldwide to all-time highs. We examine the potential for a speculative bubble and the surprising disconnect between political rhetoric and economic reality on issues like trade wars and tariffs. The discussion also explores the historical context of the market rally, the psychology of investors, and the potential impact of the retiring boomer generation on market dynamics.
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This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.