Investors in 'Recession Obsession,' Says BMO's Belski

The video discusses the current risks of a recession, focusing on the inversion of the yield curve as a potential indicator. It emphasizes the need for a prolonged inversion to signal a recession and notes the typical lag time. The speaker refers to the current period as a 'recession obsession,' highlighting the widespread interest in the topic. Additionally, the video covers market reactions, such as short squeezes, and suggests that institutional investors are not prepared for potential market upswings.

What sentiment does the speaker express about institutional investors' positioning?

What does the speaker suggest about the market's current negativity?