Distenfeld: Risk Markets Are Ahead of Themselves

The video discusses market sentiment influenced by Trump's policies, investment strategies for 2017, credit risk, and market cycles. It highlights the importance of diversifying portfolios, especially in high-yield and global bonds, due to interest rate volatility. The discussion also covers the extension of the credit cycle and its implications for future market performance.

What factors are contributing to the unpredictability of the market according to the text?

What adjustments should investors consider making to their portfolios in light of market conditions?

Discuss the relationship between high yield bonds and equities as mentioned in the text.

How has the election of Donald Trump influenced the credit cycle?

What are the implications of the current market cycle on future investment returns?