Guest host Chris Temple of The National Investor visits here with Dana Lyons of J. Lyons Fund Management. They discuss a statistic Dana just released, arguing that active money managers have gone “all in” in stocks, suggesting that there may be little more buying “fuel” ahead. (There are a few spots where Dana’s voice fades a bit, making the interview a little tougher to keep up with — apologies in advance!)
Below is the chart referenced in our discussion. Dana added later off-mike that low recent flows into inverse ETF’s likewise suggests complacency on the part of money managers.
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