'Tougher Go' for Overbought Market in January: Morgan Stanley's Slimmon

The transcript discusses the market outlook, focusing on reopening stocks and the impact of COVID-19. It highlights the importance of understanding market cyclicality and institutional holdings. The speaker emphasizes risk management, especially as market sentiment is high. The discussion also covers the presidential honeymoon period and potential unknown risks, including geopolitical concerns.

What does the speaker suggest about the timing of investing in reopening stocks?

What is the speaker's perspective on the market's performance in December?