Strategies to Combat Wall Street’s ‘Higher Forever’ Mentality

The video discusses the current economic landscape, highlighting global overhangs like the US election and Brexit. It addresses the challenge of finding value in expensive markets and suggests Europe and emerging markets as potential areas of interest. The discussion covers investment strategies, emphasizing real estate and alternatives due to market uncertainty. The video also explores the volatility and risks from political events, advising on protection strategies. Finally, it warns against herd mentality, noting the concentration in tech stocks and associated risks.

What strategies does the speaker suggest for protecting against market downturns?

What is the speaker's opinion on the concentration of the recent market rally?