Goldman's Bell Sees Market Volatility Beyond VIX

The video discusses market mispricing, highlighting low volatility indicators like the VIX, contrasted with high political and policy risks. It explores investment challenges, noting difficulties in asset allocation amid inflation and political uncertainties. European political risks, such as elections and potential impacts on the euro, are analyzed. The discussion shifts to European dividends, questioning their sustainability amid market vulnerabilities. Finally, global investment trends and increased M&A activity are examined, emphasizing the challenges in organic growth and investment.

What indicators suggest that the market may not be as calm as it appears?

How do implied volatility indicators compare to political risk indicators according to the text?

What challenges do investors face in deciding which assets to invest in currently?

What are some of the large risks mentioned in relation to the market?

How does the political uncertainty in the US affect market expectations?

What is the significance of dividend yields in Europe as discussed in the text?

What does the text suggest about the trend of investment growth in relation to multinationals?