In this conversation, we talk about our Top/Down approach to the stock market. Ed asks me about why we were selling stocks and buying bonds weeks before the stock market crashed. So I tried to explain the things we saw, both from a breadth deterioration standpoint and all the intermarket relationships that had been pointing to buying bonds, raising cash and selling stocks coming into February.
In the second half of the show, I’m asked about a few more personal things like wine, my experiences traveling overseas and some of the biggest trends I’m seeing around the world.
I really enjoyed this conversation. Give it a listen. It’s a short one, but I think we hit on a bunch of good points! [Read more…]