China A-Shares Added to Portfolio, 'Concerned' About FANG Stocks, Naeimi Says

The video discusses the current state of the market, focusing on base building and potential rebounds, particularly in China. It highlights the risks posed by trade tensions and their impact on global confidence. The analysis of US equities shows strong earnings growth, driven by tax cuts and stimulus, but warns of a potential decline in future quarters. The video also examines the FANG stocks, noting their high expectations and the risks of overvaluation.

How does the speaker view the current earnings season?

What worries does the speaker express about Fang stocks?