Credit Suisse's Woods Is Overweight Equities, Positive on Energy

The video discusses market cycles, asset allocation, and economic growth, highlighting the late-stage cycle positioning for 2019. It covers the impact of industrial production on growth, inflation trends, and market performance in 2018. The outlook for 2019 includes predictions of mean reversion, emerging market performance, and dollar stability.

What is the speaker's view on inflation and its relationship with growth?

What does the speaker predict about the performance of equities in the next 12 months?