Stock Market Very Expensive, Says Pacer ETFs Chief

The transcript discusses market expectations under the Biden administration, focusing on stimulus and its impact on market pricing. It addresses concerns about Fed tapering and credit market stability, highlighting the potential effects on yield curves and bank stocks. The discussion also covers trade policies, the dollar's strength, and opportunities in Chinese markets. Finally, it examines earnings expectations and the challenges of economic recovery, emphasizing the importance of stimulus measures.

What challenges does the speaker identify in the economy, particularly in relation to businesses?

How does the speaker view the relationship between job numbers and the performance of the S&P 500?

What expectations does the speaker have for the upcoming earnings season?