Market Has Further to Fall, BofA's Carey Hall

The video discusses the current market outlook, focusing on the impact of Fed policy and inflation data. It highlights the potential for further market downturns and the likelihood of a recession. The discussion includes investment strategies, emphasizing small caps and value stocks over growth. The video also covers market volatility, tax policy changes, and their implications for share buybacks and dividends.

What factors are mentioned as supportive for small caps during the earnings season?

What is the speaker's outlook on the potential for a V-shaped recovery in the equity market?

How might changes in tax policy, such as a tax on share buybacks, impact the market according to the speaker?