OppenheimerFunds' Memani Waits for Volatility

The video discusses market volatility, focusing on the VIX and the impact of political actions on market trends. It highlights the shift from active to passive investing and its effect on market stability. The discussion also covers the need for fiscal stimulus to drive market expectations and sector performance, particularly in financials and industrials, while considering regulatory changes like Dodd-Frank.

What are the potential impacts of not receiving the expected fiscal stimulus on industrial sectors?

In what ways can regulatory changes affect the financial sector without rolling back Dodd-Frank entirely?