Stocks Sell-Off: Have the Bulls Thrown in the Towel?

The video discusses market capitulation, sector performance, and investment strategies amid the coronavirus impact. It highlights the sell-off in risk assets, the performance of defensive sectors, and the role of safe haven assets like government bonds. The discussion also covers contrarian trades and the uncertainty surrounding economic impacts and policy responses.

What role do government bonds play in a portfolio during market uncertainty?

What factors contribute to the uncertainty regarding the economic impact of the coronavirus?