This Reopening is Real: Dan Suzuki

The video discusses the slowing growth of overall profits and the potential for increased risk in the market. It highlights optimism due to significant reopenings and persistent inflation, which could pressure profits upward. The small cap market is analyzed, noting its historical underperformance and potential future opportunities. The global economic landscape is examined, emphasizing the potential for disjointed growth and valuation opportunities outside the US. The impact of liquidity on market volatility is discussed, with caution advised in high-growth tech sectors. The video concludes with a comparison of the US market to global opportunities.

How does the speaker describe the current state of profits growth?

What are the two big reasons for optimism mentioned in the text?

How does the speaker view the small cap space in relation to growth?

What concerns are raised about global economic growth?

What is the speaker's perspective on the disconnect between US valuations and the rest of the world?

What does the speaker suggest about liquidity and its impact on the market?

What opportunities does the speaker see outside the US market?