Chris Stanton, chief investment officer at Sunrise Capital, rejoins the podcast to discuss his bearish views on the market at the start of 2020.

There are reasons to believe a market correction is overdue, Stanton says. Risk is everywhere: geopolitical, volatility, repo markets. A drop of 18% to 20% can be expected before March 31.

Highlights:

"Rest assured, we're heading for a correction and I would argue it's going to be terrifying when it comes" (5:43)

The "Phase 1" deal with China is a temporary measure that will be revoked if Donald Trump wins reelection in November (9:55)

A likely catalyst for a correction is in the repo market (11:36)

A "volatility-led sell off" is likely before the end of the first quarter (16:12)

Where's inflation? (26:34)

It may not take an actual headline for investors to decide equities are overbought (31:01)

Background on Stanton's firm, San Diego-based Sunrise Capital (38:03)

The "origin story": Background on Stanton himself (53:03)

What should retail investors do, right now? (1:02:49)

Not intended as investment advice.

For more information on Sunrise Capital: www.sunrisecapital.com