ClearBridge's Schulze Says Buy Equities Now

The video discusses the recent market pullback, highlighting its overdue nature due to a long period without significant corrections. It examines investor complacency, with put call ratios and bear bull ratios at historic levels. Interest rates are seen as a scapegoat, while profit-taking is identified as a key factor. The video also explores signs of a deeper market retrenchment, such as increased volatility and global equity trends, while noting that many S&P 500 companies remain above their long-term trends.

What is highlighted as unusual in the recent market behavior?

• The longest stretch without a 5% pullback

• A consistent increase in market volatility

• A significant rise in interest rates

• A sudden drop in investor confidence

What is suggested as the real reason behind the market pullback?

• Investors taking profits

• A rise in global interest rates

• An increase in market volatility

• A decline in global equities

Which indicator is mentioned as a sign of a deeper market retrenchment?

• A rise in global commodity prices

• Interest rates dropping below 1%

• Volatility levels above 20

• A decrease in investor intelligence bear bull ratio

What percentage of S&P 500 companies are still above their long-term trend?

• 75%

• 25%

• 50%

• 10%

At what percentage decline does the speaker express concern?

• 15%

• 20%

• 10%

• 5%