Under the Surface of Equity Markets

The video discusses the recent resurgence of momentum in the market, noting its historical significance and the associated volatility. It highlights the contrasting performance of value stocks, which did well in September but are now lagging. Various strategists provide their insights: Bernstein emphasizes the potential of value stocks with good free cash flow, Nomura focuses on growth benefiting from a cyclical rally, and Jefferies predicts a continued rally for value stocks, especially in small caps.

What is the significance of free cash flow in evaluating value stocks?

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What is Jefferies' perspective on the future of value stocks?

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