Mahajan: This Bull Market Has Legs

The video discusses the current state of the equity market, highlighting historical trends and the potential for continued growth despite expected moderation in returns. It touches on economic disparities in the US, emphasizing the importance of diversification and equities in an inflationary environment. The discussion also covers global market opportunities, particularly in emerging markets, and the potential impact of Black Swan events on the economy. Overall, the outlook remains positive with a focus on inflation and supply chain issues.

What is the speaker's perspective on inflation and its impact on the market?

How does the speaker characterize the current consumer confidence levels?

What are the potential risks to the market that the speaker identifies?