Interesting perspective. I find the absolutely enormous amount of capital that wants what amounts to a "perfectly derisked index of giant safe companies" to be

Interesting perspective. I find the absolutely enormous amount of capital that wants what amounts to a "perfectly derisked index of giant safe companies" to be interesting. Suggesting that there's actually too much capital running for conventionally safe investments. Which as the article suggests is actually the opposite of a bubble (?). It's like a fear mania, as opposed to a growth mania.