Investors Long US Vs. Rest of World in Equities: Citi's Kaiser

The video discusses the current market sentiment, highlighting the strong performance of cyclicals over defensives and record cash holdings. It explores the role of ETFs and increased retail investor activity post-election. The positive sentiment is attributed to surprising economic growth and favorable policies from the Trump administration. The video concludes with a focus on the US equity market's strength compared to the rest of the world.

In what ways are the deregulatory and tax impulses from the Trump administration viewed positively?

What does the phrase 'long US versus rest of the world' imply about investor sentiment?