Newedge's Dawson Preaches Patience for Traders With FOMO

The video discusses the recent inflows into equities, highlighting a significant $21 billion increase, one of the highest in recent years. It examines the current market positioning and valuation, noting that the market is trading near pre-COVID highs, with much liquidity support and potential Fed easing already priced in. The earnings outlook for 2023 and 2024 shows no signs of recession, setting a high bar for market performance. The video suggests that better pricing opportunities may arise and recommends equal weight indices for market exposure.

What was the amount of inflows into equities last week, as mentioned in the video?

• $25 billion

• $30 billion

• $21 billion

• $15 billion

What does the current equity market valuation suggest about liquidity support and Fed easing?

• They are partially priced in.

• They are irrelevant to current valuations.

• They are fully priced in.

• They are not yet priced in.

What is the expected earnings trend for 2023 and 2024 according to the video?

• Uncertain earnings

• A rebound in earnings

• Stable earnings

• A decline in earnings

What is the suggested investment strategy for market exposure in the current environment?

• Invest in bonds

• Focus on equal weight indices

• Avoid the equity market

• Invest in high valuation stocks

What is the challenge for markets to surpass the 4200-4300 level sustainably?

• Regulatory hurdles

• Lack of investor interest

• High bar due to current valuations

• Low liquidity