Hedge Funds Caught on Wrong Side of Market Turmoil

The video discusses last week's market turmoil and the setup for the current week, highlighting the volatility expected in the market. It analyzes CFTC data on US positioning for hedge funds, showing a dislocation between bullish stock and bearish bond positions. This led to a positioning reversal, explaining last week's market behavior. Looking forward, investors must consider factors like Powell's policies and Omak, Ron, drawing parallels to similar situations in 2018.

What was the reaction of hedge funds to the positioning described in the text?

What historical echoes are mentioned in relation to the current market situation?