A market reset is underway as investors rotate out of crowded trades. Matthew Bartolini explains the biggest shifts in flows and how to position before market conditions change again.
00:00 Introduction
00:08 – Market Reset or Something Bigger
01:07 – Relief Rally or Durable Move
02:09 – What’s Actually Driving Markets
03:59 – Correction vs Bear Market Risk
05:27 – Are Fundamentals the Next Risk
06:57 – Can Earnings Stay Strong
08:46 – Where Money Is Flowing
10:47 – What Flows Reveal About Positioning
12:06 – Flight to Safety in Bonds
14:42 – Investor Sentiment and Positioning
15:38 – How to Prepare for Volatility
16:30 – Rapid Fire: This or That
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