Main Street AM's Gibbs on Markets, Inflation

The video discusses current market trends, highlighting overreactions in the US equity market and the impact of the US 10-year rate spike. It emphasizes the strong fundamentals for 2022, particularly for small caps, despite inflation concerns. The divergence between CEO and analyst forecasts is explored, with analysts being more optimistic about future growth. The video concludes with a positive outlook for US equities and small caps as inflation stabilizes.

What does the speaker suggest about the relationship between interest rates and small caps?

In what way have analysts' earnings estimates changed during the COVID pandemic?