Market Update, the BOFA Fund Manager Survey, Rebalancing Moves and Election w/ Kyle Rodda & Heath Moss

Theory of Thing Investment Podcast - Podcast tekijän mukaan Muskets at Dawn Pty Ltd - Perjantaisin

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Episode 12 and it's all about when capitulation is coming. James, Heath (HLM Investments) & Kyle (Ausbiz) run through the most bearish Fund Manager Survey in history and why it means a buy is on the horizon. Kyle runs us through the sentiment of the market from his viewpoint and Heath on local positioning going forward. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

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