A Return to Volatility as the New Norm for Markets

The video discusses the current state of market volatility, highlighting the rise in longer-dated volatilities compared to previous periods. It emphasizes the normalization of volatility and its impact on risk-reward dynamics for various assets. The discussion also explores whether high volatility and reduced liquidity lead to a false sense of insecurity among investors. The video concludes by asserting that current market conditions are driven by economic fundamentals rather than liquidity, with a focus on the desynchronization of global growth.

What theme does the speaker identify as dominant in 2017, and how does it contrast with the current situation?

Evaluate responses using AI:

OFF

In what way does the speaker believe the current market is fundamentally driven?

Evaluate responses using AI:

OFF