Mel Mattison, founder of Mott Capital Management and a veteran market strategist known for his deep focus on liquidity, positioning, and market structure, joins Mark Moss to challenge the most crowded narrative in finance today. While headlines scream crash and recession, Mel explains why markets often do the opposite of what everyone expects and how ignoring sentiment in favor of liquidity and balance sheets can reveal what’s really coming next. In this conversation, we break down why fear is already priced in, how liquidity quietly drives melt-ups, why positioning matters more than headlines, and how investors keep getting trapped by the same emotional cycles. Mel walks through what history teaches us about crowded trades, why crashes rarely happen when everyone is braced for them, and what this environment means for stocks, assets, and capital allocation. This is about understanding how markets actually move and what it means for protecting and growing wealth when consensus gets it wrong.
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