Small-Cap Stocks Favored, Aviva Investors' Schmidt Says

The video discusses trading strategies for the S&P 500, emphasizing a long-term approach due to unpredictable market events. It analyzes the energy sector, noting its high dividend yields but current risks. The discussion shifts to small caps, highlighting their potential despite recent underperformance. Finally, the impact of Fed easing on market dynamics and capital expenditure is examined, with CEOs remaining cautious about spending due to economic uncertainties.

What is the teacher's approach to playing short-term swings in the market?

How does the teacher view the current state of energy stocks?

What factors does the teacher believe are impacting small-cap companies?

What concerns does the teacher express regarding CEOs and their spending decisions?

What is the teacher's perspective on the impact of low interest rates on capital deployment?