Current Tech Stock Valuations Don't Make Sense To A Value Investor, Dalton Investments Says

The video discusses the current trends in tech stocks, highlighting the momentum in large-cap stocks and the challenges faced by small-cap stocks. It explores the impact of US-China tensions on tech companies like Apple and Facebook. The discussion shifts to the Federal Reserve's monetary policies and their limitations in supporting the economy without fiscal policy support. Finally, the video examines Japan's economic recovery, political stability, and investment opportunities amidst potential market volatility.

What factors are contributing to the uncertainty in the tech stock market according to the text?

How does the text describe the relationship between large-cap stocks and small-cap stocks in the current market?

What impact does the US-China tech war have on companies like Apple and Facebook as mentioned in the text?

What is the significance of the Fed's monetary policy as discussed in the text?

How has Shinzo Abe's resignation affected the political landscape in Japan according to the text?

What strategies are suggested for investors in the Japanese market amidst potential volatility?

What are the expectations for the next Japanese Prime Minister based on the candidates mentioned in the text?