Are Investors Over-Hedging Risk?

The video discusses the potential impact of Brexit and political volatility on the stock market, highlighting the underperformance of European stocks compared to the US. It explores investment strategies amid market risks and the role of the Federal Reserve's rate hike strategy. The discussion emphasizes the need for investors to adapt to higher volatility and the potential for economic recovery to drive market growth.

In what ways do the speakers suggest that both US and European markets could benefit?

What are the implications of the Fed's mixed signals on market expectations?