ETF Roundup: Risk-On ETF Flows, 'America First' Pushed Aside & Bridgewater's EM Bets

The video discusses the excitement in the market due to a potential regime change, with equities outperforming fixed income. It analyzes sector trends, highlighting tech's strong performance, and examines factors like value versus growth. Advisors share strategies for managing client portfolios, emphasizing tactical approaches for retirees. The discussion shifts to emerging markets, noting hedge fund moves and specific country bets. Finally, the video explores small cap value investments and the role of the FinTwit community in idea exchange.

What are the implications of the US outperformance over the rest of the world as discussed?

What rationale does the speaker provide for including small cap value in their portfolio?

How does the community on Twitter contribute to the sharing of investment ideas?