Northwestern's Schutte Says 'Market Has Legs' as Inflation Falls

The video discusses the current market trends, highlighting the potential for growth in value stocks and the impact of economic adaptation. It addresses concerns about inflation and labor market conditions, suggesting that productivity may play a key role in the future. The speaker outlines an investment strategy focused on value and small-cap stocks, with a cautious approach to equity exposure. The discussion concludes with a light-hearted exchange about temperature.

What strategies are suggested for managing equity exposure in the second half of the year?

What is the significance of productivity in the economic outlook for 2023?