Market Will Go Higher From Here: Credit Suisse's Palfrey

The transcript discusses market expectations, focusing on the S&P and VIX trends. It highlights the potential for continued growth in equities, driven by economic recovery and robust earnings. The conversation shifts to the equity market, examining the impact of reopening trades and interest rates on various sectors. The flow of money into equities is analyzed, with a focus on the 60/40 model and hedge fund activities. Market sentiment and fundamentals are explored, emphasizing growth and valuation dynamics. Finally, investment opportunities in small caps and financials are identified.

What role does realized volatility play in the strategies of hedge funds?

What concerns are being raised about the current market sentiment and valuations?

How does the performance of value stocks compare to growth stocks in the current market?