Global Stocks Are Set for Correction, Aletheia Capital's Wilmot Says

The video discusses the factors influencing the end of a bull market, focusing on catalysts that led to market recovery, such as trade deals and global industrial production growth. It highlights the importance of global economic momentum and forecasts a bounce in industrial production growth. The video also examines the implications of trade deals on US and non-US markets, emphasizing the need for sustainable growth acceleration.

What factors contributed to the recovery of the markets at the end of last year?

What role does the momentum of the world economy play in market predictions?

How does global industrial production growth impact market trends?

What are the implications of valuations not being compelling for the market?

What are the potential outcomes if a trade deal is reached?