We Like U.S. Financials, Energy, Says UBS' Simmons

The video discusses the current economic indicators, suggesting no recession in the near term. It explores the yield curve's behavior, influenced by quantitative easing and demographic factors. Investment strategies are considered, focusing on small caps and global equities amid trade war concerns. The dollar's strength is analyzed, with a short-term expectation of continued strength but a long-term view of weakening.

What investment strategy does the speaker suggest in response to trade wars?

What is the speaker's long-term view on the dollar's value?