Danger in Perceived Absence of Risk

The video discusses the current state of the market, focusing on the low volatility index (VIX) and the potential risks of market complacency. It explores strategies for investor protection, such as diversification and options. The discussion also covers market correction risks, economic trends, and sector opportunities. Interest rate expectations and their impact on the market are analyzed, along with a comparison of active and passive investment management strategies.

What does Miles mean by saying that valuation is a risk metric?

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How does Miles describe the current state of active management in the investment industry?

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What factors does Miles identify as opportunities for active managers in the current market?

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