We Are Very Bullish on U.S., Global Equities: Alaphabook’s Malone

The video discusses the outlook for the US dollar and the Federal Reserve's stance on inflation and interest rates, highlighting the labor market's impact on these factors. It analyzes the US and European labor markets, noting wage trends and employment issues. The discussion shifts to investment strategies for 2020, favoring equities over bonds due to monetary and fiscal easing. The performance of US equities is examined, with a positive outlook despite recent gains, emphasizing a long-term investment perspective.

How does the speaker view the relationship between inflation and the labor market?

What are the main concerns regarding the labor market in America as discussed in the text?

What is the speaker's outlook for US equities in 2020?

What factors contribute to the bullish outlook on global equities according to the speaker?

What does the speaker suggest about the performance of US equities over the last two years?