Last week we talked about a number of Autumn storms hitting the market. We want to continue with that theme as the summer draws to a close, where we argue that the risk of a recession and bear market is still quite low, but that investors should be prepared for greater turbulence, especially from Europe and the emerging markets like Turkey. Next, in the second part of our Big Picture podcast today, we look “Inside the Bubble – Why Defense Wins Championships,” where Jim and Chris Preitauer discuss the ongoing theme of a passive index bubble driven by mindless algorithmic trading accruing shares to ETFs and the various options available to investors outside of the stock market for finding returns in today’s market.
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