Janus' Michael Contopoulos: We just raised cash due to 'tremendous uncertainty'

Our next guest suggests we are in the midst midst of a premature market rally. Michael Kopoulos is head of multiasset macro investing at Janice Henderson investors. >> All right.>> Michael, welcome. Congratulations [applause] by Janice Henderson. So, congratulations.Nice new title, too. >> Thank you. >> Um, why is this rally premature.>> Well, I think listen, there's a ton of uncertainty still out there. uh most importantly around inflation with oil prices being higher. I think what we saw is in April of la ...