35:41

EssentialSkin In The Game

Cyclical or Secular Bear?

Featuring Mark Ritchie II

Dec 19, 2018 • 35 minutes

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Essential

Skin In The Game

Cyclical or Secular Bear?

Mark Ritchie II is cautious. He moved to 100% cash in October 2018.

Featuring Mark Ritchie II

Dec 19, 2018 • 35 minutes

Mark Ritchie II is cautious. He moved to 100% cash in October 2018. Many stocks are already in a bear market, but he's looking for sentiment to sour further and for clear signs of capitulation before he dips his toe back in. Since filming on 12th December (originally for release on Jan 2nd), US equities have fallen an additional 5%, sentiment has deteriorated and some of the lows have been violated, but Mark remains in cash. Filmed December 12th 2018, in New York. Show More

What is the big money up to right now? In each episode of “Skin in the Game,” an esteemed fund manager sits down to discuss their outlook on the markets, their current portfolio positioning, and their best investment idea.

More Episodes

What is the big money up to right now? In each episode of “Skin in the Game,” an esteemed fund manager sits down to discuss their outlook on the markets, their current portfolio positioning, and their best investment idea.

More Episodes

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