For the 33rd episode of the Market Misbehavior podcast, I caught up with Ryan Redfern, CMT, President and Chief Investment Officer at Shadowridge Asset Management. Ryan and I dug into leadership rotation themes we’ve seen play out in Q1 2025, and he broke down how the NAAIM Exposure Index compares to other sentiment tools like the AAII survey. We also explored the implications of the 3–5 year Kitchin cycle for future market returns, and Ryan shared how he helps clients stay grounded during periods of heightened market volatility.

This conversation was recorded on March 11, 2025.

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The content in this presentation should not be considered as a recommendati

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The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.