Gradient Investments' Montagne on Market Outlook

The video discusses the impact of market stimulus and recovery, highlighting rising earnings and GDP forecasts. It explores investment opportunities in small cap dividend payers and ETFs, while addressing concerns about financials and forbearance. The analysis covers valuations and growth in small and large caps, with a cautious outlook on the energy market and oil prices. Finally, it examines the effects of a stronger dollar on commodity prices.

What concerns are raised regarding the valuations of large-cap growth companies?

What implications does a stronger dollar have on commodity prices?