This Equity Rally Was Missed by Majority of Investors, Says Ark Capital’s Abukarsh

The transcript discusses the underperformance of commodities, particularly in the Bloomberg Commodity Index, and questions whether the equity rally has gone too far. It highlights the reassessment of investment strategies due to historical low rates and a slowdown in growth. Investor sentiment shows a cautious approach, with many waiting for a market correction. The FX market is affected by global uncertainties like Brexit and China's economic situation, with potential fund flows once resolutions are reached.

What is the speaker's perspective on the potential for a deeper correction in the market?

What external factors are affecting the flow of funds from the US to other markets?