FL Putnam Investment Mgmt's Hazen on US Markets

The video discusses the broadening of the US market, highlighting the performance of small and midcap stocks. It explores overseas market opportunities, particularly in Europe and Asia, amidst economic pressures from China. The discussion also covers the high valuations of AI companies and the potential for future growth, emphasizing the importance of diversification and identifying value in various sectors.

What factors contributed to the market broadening out in late May?

How did the perception of a potential recession influence investment strategies?

What are the implications of the valuation gap between Europe and the US?

In what ways is Japan's market changing, and what opportunities does it present?

What are the potential consequences of companies relocating operations from China?