Is the Big Cycle About to Turn?

Published on
February 20th, 2019
Duration
24 minutes

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66

Is the Big Cycle About to Turn?

The Expert View ·
Featuring Ron William

Published on: February 20th, 2019 • Duration: 24 minutes

Ron William, founder of RWA, has been studying cycles and market behavior for over 20 years. He sees great value in using cycles to drive the investment decision, but he also acknowledges their limitations. Fundamentals, applied to a cycle framework, provide a key risk management tool to help navigate the oncoming turn in the big picture trends. Filmed on January 23, 2019 in London.

Comments

Chapters

  1. 00:02:57
    What are the Main Cycles?
  2. 00:05:14
    Have You Back Tested the Cycles?
  3. 00:08:29
    What are the Behavioral Inputs?
  4. 00:10:08
    What are the Limitations of this Approach?
  5. 00:12:26
    How Successful is this Methodology at Catching Turns?
  6. 00:13:56
    What is Your Big Picture View?
  7. 00:16:49
    What is Your View on Europe?
  8. 00:17:57
    What is the Outlook for U.S. Bonds?
  9. 00:20:32
    How Would You Manage a Long Equity Position from Here?