BlackRock's Pyle Sees Dollar Slightly Weaker Going Into 2021

The video discusses a barbell risk strategy for 2021, emphasizing the importance of being selective with investments. It highlights the potential of US small cap and emerging markets, particularly in Asia, while cautioning against structurally challenged areas like Europe and Japan. The discussion also covers the expected stability or slight weakening of the dollar, which could benefit emerging markets due to favorable financial conditions.

In what ways does the speaker suggest being selective around cyclicals?

What factors contribute to the speaker's view on the dollar's stability going into 2021?