Christopher Grisanti: Holding Cash, Selective on Stocks

Professor Ibbotson discusses market trends, investment strategies, and the importance of cash holdings. He emphasizes a rifle approach to equity markets and highlights the role of financial engineering in corporations. The discussion covers currency holdings, multinational corporations, and potential investment opportunities in companies like Apple and CVS.

Discuss the implications of financial engineering in corporations as mentioned in the text.

What specific investment opportunities are highlighted as worth the risk right now?