Fading Hopes for a U.S.-China Trade Deal

The video discusses the current state of trade talks between the US and China, highlighting the lack of optimism for a resolution. It covers investor expectations, market positioning, and the defensive strategies being employed. The options market is analyzed, with a focus on hedging activities. The discussion also touches on fixed income markets, global growth concerns, and the potential for recession risks.

What strategies are suggested for investors concerned about market drawdowns?

What is the current sentiment regarding high yield bonds as discussed in the text?