I'm curious as to what their theories are and what they can substantiate in terms of mechanisms. For example, do they think the current market buoyancy is institutional investors betting on the effect on prices of the recent surge in retail investors? (Hertz, Tesla, etc. have made amazing viewing lately.) Also, they offer a wide range of products, and even among bonds and stocks from different sectors, countries, etc., I'm curious as to what they think one should go long or short on, where the uncertainties are. But, yeah, they probably don't much like that my portfolio currently mostly just sits as cash, I tend to avoid shorting and the US markets look way overvalued to me right now.