RockCreek's Beschloss Sees Favorable Environment for US Stocks

The transcript discusses the optimism in the market post-election, driven by expectations from the new administration and economic policies. It highlights the role of AI and other economic forces in propelling growth. The US market is expected to continue performing well, with potential in both large and small cap stocks. However, investors should be cautious about overvaluation and focus on value and momentum. The impact of deregulation on smaller companies and the importance of strategic investments in sectors like utilities are also emphasized.

What are the expectations for small-cap markets in the current economic climate?

What are the risks associated with stock picking in the current market?

How is the utility sector expected to evolve in the coming years?