Equity and Credit Markets Are Over-Valued: Bhansali

The video discusses recent market volatility, focusing on the impact of the delta variant and inflation expectations. It explores non-consensus investing strategies, emphasizing the importance of credit markets and interest rates. The discussion highlights the role of low interest rates in supporting equity valuations and the need for risk management in investing. The video also examines economic growth prospects, debt levels, and the potential for financial engineering to influence market dynamics.

In what ways can investors manage risk in a volatile market?

What indicators suggest that the equity markets may be overvalued?

What are the risks associated with high levels of corporate debt in the current market environment?

How might future economic growth impact investment strategies in the equity market?