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Animal Spirits vs. The Seasonal Rotation Calendar | Brooke Thackray
The seasonal clock is ticking — and if history is any guide, the market's most dangerous months are still ahead.
In this episode of Insight Is Capital, host Pierre Daillie sits down with Brooke Thackray, Research Analyst at Global X and author of the long-running Thackray Newsletter, for a wide-ranging conversation about what the seasonal calendar is telling us right now — and why the market's gravity-defying melt-up may be masking a set of risks that most investors aren't pricing in. From the FOMO-fuelled rally that erased April's war-driven selloff, to the eerie parallels between today's AI…
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