The Cyclical Trade Will Have Legs, Says Nuveen's Nick

The transcript discusses the dynamics of US growth, tech stocks, and market shifts, emphasizing the importance of not focusing solely on one market side. It explores market cycles, small cap performance, and the role of financials and energy. The energy market's impact on global equity and consumer demand is analyzed, highlighting the volatility in oil prices. The discussion concludes with investment strategies and market outlook, suggesting a barbell approach to balance growth and value investments, while considering financial conditions and cyclical trends.

What are the potential implications of rising gasoline prices on consumer demand?

What indicators does the speaker mention that would inform the completion of the current market rotation?