What Should You Invest in at Times of Uncertainties?

The video discusses the potential for a V-shaped economic recovery post-COVID-19, highlighting market sentiment and the need for portfolio reassessment. It explores market dislocation, hedging strategies, and the role of the VIX in assessing market fear. The discussion extends to risk assessment, market dynamics, and the impact of COVID-19 on emerging markets. The video also identifies market risks, future outlooks, and opportunities in the FX market amid dollar weakness, emphasizing the importance of volatility for alpha generation.

What are the implications of the COVID-19 crisis on portfolio management?

How has the volatility spectrum of asset classes changed since the end of 2019?

Discuss the relationship between market action and real-world events as mentioned in the text.

What strategies should investors consider when reallocating their portfolios?

What factors contribute to the uncertainty in the market as described?

What are the potential risks that investors might be overlooking currently?

How does dollar weakness create opportunities in the FX market?