Cumberland's Kotok Sees 'Return to Normal' in U.S. Markets

The video discusses the current state of market volatility amidst geopolitical risks, noting that despite expectations, volatility has not surged significantly. It explores the impact of prolonged low interest rates on market perceptions and the return to normalcy with more frequent market swings. The discussion also covers bond market anomalies, using O'Hare Airport bonds as an example, highlighting investment opportunities in the current market environment.

What factors might explain the current low volatility in the market despite geopolitical risks?

Why might investors be hesitant to hedge their positions in the current market?

How have zero interest rates impacted market behavior over the past decade?

What does the speaker suggest about the future of market volatility and bond markets?

What anomalies can be observed in the bond markets as discussed in the text?