Value of Global Equities: Time to Bargain Hunt?

The transcript discusses the current state of the stock and debt markets. It highlights concerns about overvalued stocks and the need for a market correction, particularly in the small cap space. Some investors, like Eric Cinnamon, prefer a significant price drop before investing. On the other hand, debt investors are more optimistic due to the US economy's stability, seeing opportunities in higher yields and wider spreads.

What is the general sentiment among investors regarding the current stock market valuation?

• Stocks are unpredictable and volatile.

• Stocks are fairly valued and stable.

• Stocks are undervalued and present a buying opportunity.

• Stocks are overvalued and need further correction.

What percentage of his fund does Eric Cinnamon hold in cash?

• 100%

• 75%

• 50%

• 25%

According to Eric Cinnamon, by how much do small-cap stocks need to decrease to be considered normal?

• 10-20%

• 50-70%

• 20-30%

• 30-50%

How do debt investors view the current economic situation?

• They are pessimistic due to high default rates.

• They are concerned about inflation.

• They are optimistic due to low default rates.

• They are neutral and waiting for more data.

What opportunity do debt investors see in the current market?

• High yields and wider spreads.

• Volatile yields and unpredictable spreads.

• Stable yields and consistent spreads.

• Low yields and narrow spreads.