Goh: Take More Selective Bets In AxJ, China & UK Stocks

The video discusses the unusual spread between the MOVE and VIX indices, indicating elevated volatility due to active Fed policies. It highlights the bond market's signals of growth concerns and changing Fed expectations. Investment advice suggests considering bonds due to rising recession risks. The video also explores commodities as a hedge against inflation, with a focus on oil prices and structural underinvestment.

What does the unusual spread between the MOVE index and the VIX indicate?

• A decrease in market volatility

• A divergence between bond and equity markets

• A synchronized movement of bonds and equities

• An increase in bond prices only

What recent trend has been observed in the US 10-year Treasury bond yields?

• They have been creeping lower

• They have been fluctuating wildly

• They have been increasing rapidly

• They have remained stable

How has the market expectation of Fed rate hikes changed recently?

• It has become unpredictable

• It has remained unchanged

• It has decreased compared to the Fed's expectations

• It has increased significantly

Why might owning bonds be beneficial in the current economic climate?

• Bonds are unaffected by Fed policies

• Bonds offer a hedge against recession risks

• Bonds are less risky than equities

• Bonds are expected to yield high returns

What is the current view on commodities in a recession-proof portfolio?

• Commodities have no impact on portfolios

• Commodities should be avoided

• Commodities are a hedge against inflation

• Commodities are expected to decrease in value

What is the potential long-term outlook for oil prices?

• Oil prices have a strong case for potential increase

• Oil prices will remain stable

• Oil prices are expected to decline

• Oil prices are irrelevant to the market

What structural issue is affecting the oil supply?

• Underinvestment in oil-related supply

• Overinvestment in oil infrastructure

• Excessive oil production

• Lack of demand for oil