Mike Swell dice que Corea del Norte cuenta hoy más que ayer

The video discusses the impact of geopolitical risks, particularly North Korea, on investing, emphasizing that while these risks have become more significant, they should not alter long-term investment strategies. It highlights the current market trend of buying dips due to global liquidity and anticipates a shift in central bank policy next year. The discussion also covers the risk-reward dynamics in the market, noting that much risk is already priced in, with potential upside, especially concerning tax policy changes that could benefit small-cap companies and affect debt issuance.

How have geopolitical risks related to North Korea changed in recent times?

• They have become less significant.

• They have moved from being noise to matters.

• They have always been a major concern.

• They are no longer considered a risk.

What is the current theme in the US market according to the discussion?

• Sell the dip

• Hold steady

• Buy the dip

• Avoid the market

What might cause a shift in central bank policies next year?

• Increasing inflationary pressures

• Global political stability

• Decreasing inflationary pressures

• Stable economic growth

What is a major concern for investors regarding US policy?

• Policy paralysis in Washington

• Stable tax policies

• Decreasing market volatility

• Consistent central bank actions

Which companies are expected to benefit from lower taxes?

• Tech startups

• Large-cap growth companies

• Small-cap value companies

• International corporations