European Stocks Undervalued Relative to U.S.: Ark Capital CIO Says

The video discusses the current market positioning and the potential for a Santa rally, highlighting the impact of late 2018 on investor confidence. It compares the valuation of US and European stocks, noting that European stocks are undervalued due to investment flows favoring the US. The discussion shifts to monetary policy, suggesting that the accommodative stance in the eurozone may redirect investment flows there. Finally, the speaker outlines a shift in investment strategy from US to European equities for the coming year.

What does the speaker predict about the flow of investments into the eurozone?

What is the speaker's investment strategy for the upcoming year?