Bonds Will Look Much Better in 2023: BNY Mellon's Levine

The video discusses the current market trends, including the anticipation of a recession and subsequent recovery. It highlights the bond market's potential improvement next year due to historical patterns. The discussion also covers speculative assets, suggesting they may face further declines. Additionally, the video addresses risks associated with large cap names, emphasizing the need for value investors to re-enter the market as some growth names remain overvalued.

What percentage of the overall market cap of the S&P is considered speculative according to the speaker?

What risks are associated with large cap names in the current market environment?