Emerging Market Divergence Resurrects Recoupling Question

The video discusses investor sentiment, highlighting a preference for US tech and cash, while being bearish on other assets. It explores the divergence between US and global markets, presenting both bullish and bearish scenarios for recoupling. The analysis includes the impact of tech stocks, the potential for emerging markets, and the role of Chinese fiscal stimulus. The discussion concludes with the implications of inflation on long-term investment strategies, emphasizing value stocks over growth.

What is the speaker's perspective on the relationship between wage inflation and the Federal Reserve's policies?

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What does the speaker suggest about the potential for Chinese fiscal stimulus?

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