Loews CEO Tisch Sees Another Four Years of U.S. Recovery

The video discusses the value in US and European equities, highlighting the US stock market's potential due to low trading multiples. It addresses market confusion influenced by factors like interest rates and JP Morgan's note on investor behavior. The speaker is optimistic about the US economic recovery, citing productivity, tax cuts, and technological advancements as key growth drivers. Investment strategies are explored, focusing on value investing and the impact of rising treasury rates.

What combination of factors does the speaker believe will drive growth in the coming years?

What is the speaker's stance on investing in Treasurys and their future rates?