Valuations 'Completely Reasonable' in Some Areas: Hunt

The video discusses market fundamentals, highlighting a generally bullish sentiment and the potential for buying on dips in sectors like semiconductors. It explores investment opportunities with reasonable valuations, particularly in food stocks with good dividend yields. The discussion also covers the underperformance of tech stocks and the impact of trade tensions on small caps. The importance of economic data and interest rates for small caps is emphasized, noting their sensitivity to the US economy.

What does the speaker imply about the relationship between economic data and market performance?

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What factors does the speaker believe will influence small caps and interest rates?

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