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Are We In A Cyclical Or Secular Bear Market? (w/ Mark Ritchie II) | Skin in the Game | Real Vision™

2,664 views · Published 19 December 2018 · 0:53 · Indexed 23 September 2026

Channel: Real Vision Presents · 2018 · News & Politics

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Mark Ritchie is cautious. He moved to 100% cash in October 2018. Many stocks are already in a bear market, but he’s looking for sentiment to sour further and for clear signs of capitulation before he dips his toe back in. Since filming on 12th December (originally for release on Jan 2nd), US equities have fallen an additional 5%, sentiment has deteriorated and some of the lows have been violated, but Mark remains in cash. Filmed December 12th 2018, in New York.
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Are We In A Cyclical Or Secular Bear Market? (w/ Mark Ritchie II) | Skin in the Game | Real Vision™
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Transcript:
Usually, a cyclical bear market does not correct much beyond the 20%, 25% range. Now I'm not saying, well, just hold your nose till 20% or 25%. But often the market is a discounting mechanism. So I think there's a good chance the market is discounting a slowdown. How big or bad that slowdown is going to be-- I would say we don't have a really firm opinion on that right now. Which is why now is a time for caution. There could be an easy another 10% down in this market pretty quickly, given a whole host of conditions.

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