Financials Are Not Victims of the Pandemic, JPMorgan's Kelly Says

The video discusses the economic uncertainty due to the pandemic, focusing on the impact of a potential vaccine on recovery. It analyzes GDP and earnings forecasts, highlighting a 'V interrupted' recovery pattern. The concept of a K-shaped recovery is explored, emphasizing the disparity between sectors. Investment strategies are discussed, with a focus on financials and international equities, stressing the importance of valuations as the pandemic subsides.

What are the implications of the financials being treated as victims of the pandemic?

How do the speaker's views on international equities differ from those on US stocks?