`Next Big Move for Equities Is Lower,' Investment Manager Says

The transcript discusses the potential outcomes of US-China trade negotiations, highlighting the market's optimistic sentiment despite the lack of substantial progress. It notes that while equities have been volatile, they haven't reached previous highs. The discussion emphasizes the superficial nature of current positivity, with underlying issues remaining unresolved. The speaker remains bearish, predicting a potential downturn in risky assets.

What concerns does the speaker express regarding the underlying issues in US-China relations?

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What is the speaker's outlook on risky assets despite their current performance?

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