Like Equity Over Credit, Credit Over Rates Long Term, Says Goldman's Koch

The video discusses the impact of trade tensions on market volatility and investment strategies. It emphasizes the importance of a long-term perspective, considering political and economic constraints on global growth. The role of volatility in active management is highlighted, with a focus on the potential of US small cap companies, which benefit from domestic revenues and tax reforms.

In what ways does the speaker suggest that small cap companies are protected from trade wars?

What reasons does the speaker provide for optimism about small cap companies?