Emerging Markets Cited as Most Crowded Trade

The video discusses the current investor sentiment, highlighting that many investors are bearish and identifying 'M' as the most crowded trade. It compares this to the previous month's focus on the dollar, which has seen a significant rally. The video also examines the popularity of ETFs, particularly the EAM ETF, which has absorbed substantial investment this year. The potential for a market shift is noted, as investors can quickly withdraw funds from ETFs, leading to possible selling avalanches.

What percentage of respondents consider 'M' the most crowded trade currently?

• 17%

• 18%

• 21%

• 25%

Which trade was considered the most crowded last month?

• Fang

• Cash

• Dollar

• EAM ETF

How long has the recent dollar rally been, according to the transcript?

• Since 2020

• Since 2016

• Since 2015

• Since 2018

How much money has the EAM ETF absorbed this year?

• $5 billion

• $10 billion

• $7 billion

• $3 billion

What is the current market cap of the EAM ETF?

• Exactly 50 billion

• Around 65 billion

• Over 70 billion

• Just under 60 billion