FSD: The Non-Consensus Rally
Episode publishedPodcast: Lumida Wealth : Non-Consensus...Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Hey, guys. What's going on? FSD 76 titled the non consensus rally. Yeah. Kind of a a a very strong rally. This is becoming a performance chase. Fear of missing out rally with a lot of institutions wrong way positioned. The main headline for my podcast chopping up on is that we exited a period of significant degrossing. A lot of quality names were coughed up, sold. Hedge funds and institutions were forced sellers of quality names. I noticed this because we track the beta of of different securities, and we noticed that securities were selling off more than their expected return should be given t
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