ETF Recap: Volatility, Small Caps & A Surge in International Flows

The video discusses market trends, focusing on ETF inflows and outflows, and the volatility in weekly flows. It highlights the impact of major narratives like China trade and Brexit on market sentiment. The discussion also covers sector leadership, historical trends, and the performance of small caps versus large caps. Experts provide insights into international markets and the potential for cyclical outperformance.

What sectors have shown leadership in the market according to the text?

What challenges are small caps currently facing in the market?

How do the fundamentals of small caps compare to large caps according to the discussion?