'Hold Your Nose,' Buy Low-Quality Stocks: Citigroup's Stubbs

The video discusses the current state of the market, highlighting the polarization in politics and asset classes. It emphasizes the significant value gaps in the market, particularly in Europe, where dividend yields are notably higher than sovereign bond yields. The speaker suggests that investors should consider buying low-quality, high-risk stocks, such as banks, despite the discomfort it may cause, as these are historically undervalued opportunities.

How does the speaker suggest investors should react to the current market conditions?

What specific sectors or types of stocks does the speaker recommend investing in?