Global Stocks: Is the Worst Over?

The video discusses the current negative earnings season, highlighting the impact of energy and financial sectors. It explores factors like the US dollar and global economic conditions that could drive better earnings. The IMF's role in global financial coordination is examined, along with concerns about debt and GDP growth. The speaker shares shifts in investment strategies, emphasizing international markets and high yield bonds, while noting consumer trends towards saving.

What changes has the speaker made to their investment strategy?

What is the speaker's perspective on consumer spending and savings rates?