How Agora Financial's Knuckman Is Trading the EEM

The video features a discussion with Alan Nachman from Agora Financial about the ongoing market rally, the role of the Federal Reserve, and the impact of earnings season. Despite revised earnings forecasts, the market remains optimistic due to better-than-expected growth. The conversation also covers the dollar's recent strength and its potential stalling, influenced by central bank policies. A strategy for emerging markets is discussed, focusing on stock substitution and the impact of the dollar's performance.

What is one of the main reasons Alan Nachman attributes to the market rally?

• Increased political stability

• Federal Reserve's decision to halt rate hikes

• Improved global trade agreements

• Rising inflation rates

How did the earnings growth rate for the current quarter compare to expectations?

• It was not reported

• It was lower than expected

• It exceeded expectations

• It matched expectations

What is a potential reason for the dollar's recent strength according to the discussion?

• Rising oil prices

• Improved US economic data

• Other central banks following a similar dovish stance

• Increased interest rates by the Fed

What strategy does Alan Nachman suggest for investing in emerging markets?

• Buying government bonds from emerging markets

• Investing in a specific ETF with a stock substitution strategy

• Short selling emerging market stocks

• Investing in commodities

What is the significance of the dollar's potential stall for emerging markets?

• It might result in a stronger recovery for emerging markets

• It would increase the cost of imports for emerging markets

• It could lead to increased inflation in emerging markets

• It would cause a decline in emerging market currencies