Emerging Markets are Attractive, Says Gradient Investments Portfolio Manager

The video discusses the ongoing stock market rally despite the absence of a stimulus package, attributing it to portfolio rebalancing and the upcoming elections. It highlights gold as a volatility and inflation hedge. Emerging markets are seen as attractive due to their early COVID-19 response and smaller economic impact. The US dollar is expected to weaken due to volatility and relative growth differences. A shift from tech stocks to cyclicals is noted, with tech valuations considered stretched.

What expectations does the speaker have for the US dollar?

What trends are observed in the technology sector according to the speaker?