Market Cycles: Timing Matters

Published on
October 8th, 2019
20 minutes

Market Cycles: Timing Matters

Trade Ideas ·
Featuring Michael Kantrowitz

Published on: October 8th, 2019 • Duration: 20 minutes

Michael Kantrowitz, CFA, chief investment strategist at Cornerstone Macro, makes his Real Vision debut to discuss the upcoming turn in the market cycle and reviews how investors should position their portfolios. Kantrowitz analyzes the potential for a cyclical rebound in Q1 2020, points out the relationship between the stock market and PMIs, and highlights the risks to playing offense before the cycle officially troughs, in this interview with Jake Merl. Filmed on October 7, 2019.