In this episode of ek Public Voices, Karam Singh speaks with David Sokulsky, Founder of Carrara Capital, about market cycles, investor behaviour, valuation, and long-term investment opportunities.

The conversation explores how today’s market environment compares with previous periods of crisis, including the Global Financial Crisis and COVID, and whether similar patterns are emerging in the way markets, businesses, and investors respond to uncertainty.

Karam and David discuss the recent market turnaround, the role of retail investor sentiment, the rise of passive ETFs, and whether investors are becoming increasingly accustomed to a world of continuous unprecedented events.

They also examine how investors assess a potential turnaround, including the cues, financial indicators, and valuation considerations that can help determine  ...