Time to Rotate Out of U.S. Into EM, Says Titus Wealth's Aanes

The video discusses trade and earnings as key themes, focusing on the economic dynamics between the US and China. It highlights China's growth and challenges, the impact of trade on both nations, and the potential for investment in emerging markets. The discussion also covers client interest in Chinese companies and the broader market outlook, including the role of Bitcoin and potential economic signals like the yield curve inversion.

What is one of the main concerns regarding the trade dynamics between the US and China?

• The impact on European markets

• The effect on US economic growth

• The influence on South American trade

• The role of the Middle East in trade

According to Bloomberg analysts, which market might be more affected by trade tensions?

• The African market

• The Chinese market

• The US market

• The European market

What percentage of the emerging markets ETF is typically comprised of China?

• 10%

• 20%

• 30%

• 40%

What is a potential signal of economic weakness in the US mentioned in the video?

• A drop in housing prices

• A rise in unemployment rates

• A decrease in consumer spending

• An inversion of the yield curve

What is the suggested allocation for Bitcoin as a part of an investment strategy?

• 15%

• 1%

• 10%

• 5%