Is Entrepreneurialism a Good Thing for Wall Street?

The video discusses the impact of Trump's administration on markets, highlighting the concept of performance chasing and its risks. It explores global market opportunities, particularly in emerging markets, and examines the challenges of active management and stock picking. The discussion also covers smart beta strategies and the importance of valuation in investment decisions.

What does the speaker suggest about the relationship between the strength of the economy and the stock market?

How does the speaker view the future of value strategies compared to growth strategies?

What is the biggest long-term risk for investment strategies according to the speaker?