Why Hedge Funds Are Steering Away From Reflation Trade

The video discusses hedge funds' reluctance to engage in reflation trades, despite their dominance in recent markets. It explores theories behind this behavior, such as skepticism towards the 'return to normal' narrative and concerns about economic expansion. The video also compares hedge fund performance with retail investors, highlighting hedge funds' contrarian approach and their preference for internet stocks. The potential impact of hedge funds playing catch-up in sectors like energy and financials is also considered.

Discuss the performance of hedge funds relative to retail favorite stocks in 2020.

What sectors are hedge funds currently underweight, and what might this imply for future investments?