Morning Meeting: Market Valuation, Investor Expectations

The video discusses the current state of the equity market, focusing on the recent rally and potential pullbacks. It evaluates market valuations, investor expectations, and the impact of a reflationary thesis on economic growth. The discussion also covers asset prices, risk management, and the importance of portfolio diversification.

How do the speakers view the current valuations of equities in relation to market expectations?

What indicators do the speakers mention that could signal a potential pullback in the market?