Citigroup’s Levkovich on N. Korea’s Impact on Investors

The video discusses the impact of North Korea on market trends, highlighting the strong performance of financials and the role of safe haven trades. It also covers technology trends and market dynamics, noting that earnings have been strong. The video critiques the VIX as a flawed fear gauge, emphasizing long-term protection costs.

What factors have contributed to the strong performance of the markets this year?

How have financials performed in relation to bond yields and North Korea?

What trends in technology does the speaker mention, and how do they relate to market performance?

In what ways have investors shown concern despite the market's upward trend?

What is the significance of the VIX in measuring market fear according to the speaker?