Ned Davis Research's Ed Clissold on 2021 Markets Outlook

The video discusses the market's reaction to political changes, particularly with a Democratic president and the potential for a split Congress. It explores the impact of a possible $2000 stimulus check on the economy and market sentiment. The discussion includes short-term market risks, the performance of small caps, and cyclical trades. It also covers potential market corrections in 2021 and the tech sector's valuation and performance.

How do small caps typically perform during the early phases of an economic recovery?

What challenges might arise in the market as we move deeper into 2021?

What is the outlook for tech stocks in relation to the overall market performance?