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.

What impact does the speaker believe tax policy will have on small cap value companies?

According to the speaker, what are the implications of inflationary pressures for the Federal Reserve's actions next year?