Moore: Long U.S. Equities, but Worried About Europe

The transcript discusses the stock market's reaction post-election, focusing on market sentiment, VIX changes, and portfolio rebalancing. It explores investment strategies, emphasizing the importance of discerning sector choices, particularly in small and mid-cap spaces. The conversation shifts to global political risks, highlighting concerns about Europe and China, and the potential impact of US-China trade relations on the market. The discussion underscores the need for cautious investment amid political and economic uncertainties.

What concerns were raised regarding the political situation in Europe and its impact on the US market?

What potential impact could tariffs imposed by Donald Trump have on US equities and consumers?