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.
In this episode, Damanick Dantes, CMT breaks down what history tells us about cycles of overvaluation, rotation, and long-term returns. Using a simple pendulum analogy, he explains how leadership in markets swings over time, why valuations still matter, and why investors should avoid the short-term gamification mindset. Damanick walks through the current data, the risks beneath the surface of AI-driven exuberance, and how a blended global exposure to value and quality factors helps create a smoother, more resilient portfolio without missing out on growth opportunities.
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.
