FOMO: Are U.S. Stocks Headed for Melt-Up?

The video discusses the potential for a market 'melt-up' in the new year, driven by factors like the UK election and US-China trade relations. It examines the relationship between stock returns and earnings, highlighting the importance of earnings growth. The video also explores investment strategies for 2020, considering growth value rotation and dividend yields. Finally, it looks at global investment opportunities, particularly in Europe and emerging markets, while considering risks like political instability and commodity exposure.

In what ways could political risks affect market dynamics in the near future?

What are the implications of a potential shift towards dividend-yielding stocks in the US market?