OppenheimerFunds' Memani Waits for Volatility

The video discusses market volatility, focusing on the VIX and the impact of political actions on market trends. It highlights the shift from active to passive investing and its effect on market stability. The discussion also covers the need for fiscal stimulus to drive market expectations and sector performance, particularly in financials and industrials, while considering regulatory changes like Dodd-Frank.

What is one reason for the low correlations between S&P companies mentioned in the video?

• Political stability

• Strong fiscal policy

• Rotation beneath the surface

• High market volatility

What is necessary for the reflation trade to come back into play?

• Increased interest rates

• Stronger dollar

• Significant fiscal stimulus

• Higher inflation

Which sector is likely to be most affected if fiscal stimulus is not implemented?

• Telecom

• Energy

• Financials

• Industrials

How does the shift to passive investing affect market volatility?

• Increases VIX

• Stabilizes the market

• Increases day-to-day movement

• Decreases market liquidity

What regulatory change could help banks with asset management businesses?

• Rollback of Dodd-Frank

• Increase in interest rates

• Reduction in capital requirements

• Postponement of fiduciary rule