Is It Time to Pile Into Risk Assets?

The transcript discusses market predictions, economic fundamentals, and valuations. It highlights a bearish outlook due to weak fundamentals and high valuations, but notes the US as a safer haven compared to global markets. The conversation covers potential market corrections and the impact of economic data on investment strategies. Recommendations include being underweight in equities, focusing on the US market, and considering emerging markets and specific sectors like consumer and health care.

What is the significance of cash yields and Treasury yields in the context of U.S. equities?

What recommendations does the speaker provide regarding investment strategies in the current market?