2017 Market Outlook: More Upside for Small Caps?

The video discusses market performance, focusing on the Russell 2000's outperformance against the S&P 500. It explores valuation dislocations, economic growth, and tax reform impacts. The discussion includes capital expenditure's effect on shareholder strategies, the influence of a strong dollar, and market volatility. It concludes with sector analysis and investment trends, highlighting opportunities in banks, insurance, and retail.

What factors might contribute to the outperformance of small-cap stocks compared to large-cap stocks?

How does the current economic growth outlook influence investor sentiment towards small-cap stocks?

What implications does tax reform have on small-cap versus large-cap stock performance?

Discuss the potential impact of a stronger dollar on small-cap companies compared to large-cap companies.

In what ways might higher volatility in the market affect small-cap stocks in the short term?

What are the key sectors within small caps that are expected to perform well, and why?

How might investor behavior shift between small caps and emerging markets as risk appetite changes?