'The U.S. Is on Sale,' Federated's Chiavarone Says

The video discusses current market volatility, focusing on concerns about the removal of monetary and fiscal stimulus and its impact on market peaks. It highlights the robust earnings growth but notes market concerns about forward guidance. The discussion suggests investment opportunities in value cyclicals, small caps, and dividend markets, emphasizing the potential benefits of adding to long-term equity positions during periods of market softness.

What factors does the speaker believe could lead to a pickup in productivity?

What investment opportunities does the speaker suggest for long-term investors?