Rabobank's Every on Asia Markets and Strategy

The video discusses current market trends, focusing on volatility and the role of central banks in stabilizing markets. It highlights the artificial nature of current markets and questions the sustainability of such practices. The discussion shifts to Asian markets, projecting potential outperformance compared to Europe and the US, contingent on liquidity. The video concludes with a debate on growth vs. value investments and the political implications for big tech companies.

In what ways does the speaker believe fundamentals are currently being disregarded in the market?

What is the speaker's view on the future of big tech in relation to government regulation?