Detailed text transcripts for TV channel - CNN - 20110516:08:48:00
>> staying in or getting out? >> it's a correlation one trade. you need to be nimble across the different asset classes. this is what a lot of the big global funds are doing. they're going into bonds. and now, i think a lot of them are thinking about what they need to be doing with their equity positions, as well. >> you look at the last few months, as well. the u.k. is slowing down. the euro crisis rumbles on. it doesn't add up to a bright outlook, does it? >> i don't think it does. but the question is whether we're going into a cyclical bear market? >> are we? >> i don't think we are. >> we'...