Credit Suisse's Woods on Markets and Strategies

The video discusses market strategies, focusing on geopolitical hedges, energy sector exposure, and commodities. It highlights China's market dynamics, small caps' performance in a reflationary environment, and the impact of geopolitical tensions. The discussion also covers Black Swan events and market resilience, emphasizing earnings and valuation adjustments.

What does the speaker suggest about the relationship between geopolitical tensions and market performance?

What challenges does the speaker identify regarding predicting Black Swan events in the market?

How does the speaker characterize the current earnings outlook in the US?