Market Turn Shows Valuation Sensibility: RBC's Calvasina

The video discusses long-term investment strategies amidst market volatility, focusing on dip buying and market corrections. It examines the potential for growth scares and evaluates current market levels using historical data. The video also highlights the tech sector's froth and improvements in consumer discretionary valuations, suggesting valuation sensibility in the market.

What are the implications of a 10% drawdown in the market according to the text?

How does the current market composition differ from that of the past financial crisis?

What factors should be considered when assessing the risk of a true growth scare?

What concerns does the speaker express regarding the tech sector?

What does the speaker suggest about consumer discretionary valuations?