There's Always a Reason To Sell, Says Ritholtz

The video discusses the challenges of emotional decision-making in investing, particularly during market dislocations. It highlights the risks of selling equities and the difficulty of re-entering the market. The discussion extends to global economic concerns, including the impact of the Ukraine invasion and stagflation risks. The role of bonds as a hedge against inflation and market volatility is analyzed, with a focus on different types of bonds. Finally, the video examines yield curve inversions and their historical link to recessions, questioning whether current signals indicate an impending recession.

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