Daybreak Europe Show Open: Bond Haven or Hell

The video discusses whether the market is experiencing an evolution or exhaustion, with stocks and bonds showing signs of volatility. It highlights the shift from fear of missing out to fear of holding the bag, and references Jeremy Grantham's insights on market bubbles. The video also covers bearish market indicators, including investor sentiment surveys showing increased bearishness since 2020.

What are the implications of stocks dropping by 50% as discussed in the text?

What does the AAII survey indicate about individual investors' sentiment?