Are current market conditions too good to be true? Chief Market Strategist Troy Gayeski shares the key takeaways from his latest strategy note on why fear of a “GFC Part II” is a suboptimal reason to hold on to cash.

Troy joins Content Strategist Harrison Beck to examine the current economic landscape, how advisors are addressing investor concerns about asset allocation and the reasons to consider redeploying cash into select alternatives.

“It's really important to differentiate between where things appear too good to be true and where they're just factually true.” –Troy Gayeski

The Takeaway with Troy Gayeski—Too good to be true?—Episode 3

 00:00 Introduction 

00:37 Advisor insight on complimenting private equity allocations

02:31 Integrating alternatives into a portfolio 

03:16 Are market conditions too good to be true?

05:16 Data: Could we see a “Global Financial Crisis Part II”?

07:30 Regulatory changes protecting the economy 

09:13 Increasingly robust protections 

10:22 Investor perception and market realities

11:13 Answering investor hesitations: Why reassess cash?

13:20 “We don’t worry about market volatility”

14:35 Investor timelines and the secondary market

15:42 Key takeaways: The role of alts in the current environment

18:01 How to find Troy’s latest strategy note

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