Value Stocks Still Very Cheap Relative To Growth Plays: JPMorgan

The video discusses the current market setup, highlighting the impact of idiosyncratic issues on U.S. stocks and the unwinding of growth stock positions. It explores value opportunities amidst global GDP growth and strong Asian exports. The discussion also covers asset class bubbles, particularly in solar, biotech, and cryptocurrencies, and the resulting market stress. Finally, it examines the oil market's inflection point, focusing on US rig counts and production dynamics.

What signs of asset class bubbles does the speaker mention?

What is the significance of US rig counts in relation to oil prices?