Will Earnings Support Record High Valuations?

The video discusses the current state of the stock market, focusing on valuation and earnings. Experts analyze the potential for further valuation expansion and the role of earnings in driving market growth. The discussion highlights the concentration of high valuations in tech and large-cap stocks, and the impact of liquidity on market performance. The video also compares asset classes, noting the attractiveness of equities relative to fixed income. Economic stability and consumer confidence are emphasized, with optimism about a potential trade deal.

What is the outlook for earnings in 2020 compared to 2019?

What valuation metrics were discussed as being high, and what sectors are they concentrated in?