The speaker (Kosta Ouzas) discusses market liquidity dynamics, identifying "return pockets of liquidity" that are not yet dense enough to enter and that will be "harvested later." He emphasizes avoiding news-driven investment decisions, noting social-media-driven fear as an example while characterizing recent market moves as internal liquidity sweeps rather than fundamental sell-offs.
Chapters
We can see right here, these are new return pockets of liquidity for when the market finally comes back down. This will be harvested later. It's not ready yet. There's gaps here. It's not dense enough to be attractive, at least currently, anything can happen, but in the current time. So as we can see right here, since last week and this week, the market. That's why we don't watch the news for investment decisions. We can see right here that the market was incredibly fearful right in this area right here. Everybody on social media was saying, hey, it's the end. And I was sleeping like a baby because I realized that this area had not been tapped. It's just taking internal liquidity. That's all they're doing right now is just sweeping up some internal liquidity, sweeping the floor before we get back on track.