
Portfolio Manager
March 23, 2026

Checking in with folks about a month after our last video as markets continue to recover nicely and global equities hit a new all-time high, we examine where things stand now in the markets and consider a possibility that would be very on-point with the theme of 2025 in general: That things are actually the exact opposite of what most people now think.
Originally published: June 12, 2025