Anecdotally…

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“I’m at a conference with hundreds of asset allocators and PMs. Everyone’s got a global portfolio up 3 or 4 percent. They’re fucking miserable.”

“Why bother diversifying at all? It’s just a drag on performance What’s the point of owning any bonds or international stocks?”

“Should we be taking more risk?”

“Maximum pain point will be S&P up 20% on the year. That’s when the hyperbolic spike comes and everyone throws whatever they got at it.”

“Emerging markets can kiss my ass.”

“My clients are calling in with their own stock ideas they want me to incorporate.”

“I just want you to know that I’m completely comfortable being all stocks………”

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