Weekly summaries of what comes across our portfolio management desk. Dantes Outlook manages a suite of global multi-asset ETF portfolios. We rely on internal models and external research providers. Previous episodes featured experts in global markets and investing. Our goal is to help both individuals and institutions realize global market opportunities and the factors that drive them.
Conversations will focus on global market events, trading and investing strategies, risk management, and wealth. We'll also dive into decision making and the psychology behind investing.
This podcast is for educational purposes only, and is not investment advice.
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Weekly summaries of what comes across our portfolio management desk. Dantes Outlook manages a suite of global multi-asset ETF portfolios. We rely on internal models and external research providers. Previous episodes featured experts in global markets and investing. Our goal is to help both individuals and institutions realize global market opportunities and the factors that drive them.
Conversations will focus on global market events, trading and investing strategies, risk management, and wealth. We'll also dive into decision making and the psychology behind investing.
This podcast is for educational purposes only, and is not investment advice.
Momentum, Forward Returns, Investor Behavior, and Credit Liquidity
Dantes Outlook Market Podcast
3 minutes 40 seconds
2 months ago
Momentum, Forward Returns, Investor Behavior, and Credit Liquidity
In this episode of Portfolio Playbook, host Damanick Dantes, CMT discusses the latest market signals—from strong equity breadth to persistent U.S. inflation pressures—and how they’re shaping portfolio positioning. The conversation covers tactical moves into U.S. equities, emerging markets, and semiconductors, along with structural shifts in bond trading and investor behavior. Listeners gain perspective on how to stay adaptive and disciplined in a market that often looks forward before the data does.
Dantes Outlook Market Podcast
Weekly summaries of what comes across our portfolio management desk. Dantes Outlook manages a suite of global multi-asset ETF portfolios. We rely on internal models and external research providers. Previous episodes featured experts in global markets and investing. Our goal is to help both individuals and institutions realize global market opportunities and the factors that drive them.
Conversations will focus on global market events, trading and investing strategies, risk management, and wealth. We'll also dive into decision making and the psychology behind investing.
This podcast is for educational purposes only, and is not investment advice.
