How Agora Financial's Knuckman Is Trading the EEM

The video features a discussion with Alan Nachman from Agora Financial about the ongoing market rally, the role of the Federal Reserve, and the impact of earnings season. Despite revised earnings forecasts, the market remains optimistic due to better-than-expected growth. The conversation also covers the dollar's recent strength and its potential stalling, influenced by central bank policies. A strategy for emerging markets is discussed, focusing on stock substitution and the impact of the dollar's performance.

What strategy is being discussed regarding emerging markets and the dollar?

What does Alan Nachman suggest about the future of the dollar and its impact on emerging markets?