What to Expect From Equities Over the Next 12 Months

The video discusses historical market trends, emphasizing the impact of oil prices on equities. It analyzes the current economic environment, highlighting slow growth and its effect on corporate strategies like stock buybacks and job cuts. The discussion shifts to investment opportunities, focusing on sectors like biotech and cloud technology. Finally, it explores market segmentation, comparing large and small caps, and the performance of new versus old tech sectors.

What historical trend is mentioned regarding equities after certain events since the 1930s?

What factors contributed to the pause in market expectations mentioned in the text?

How does the speaker describe the current economic environment and its impact on companies?

What types of companies does the speaker suggest investors focus on in the current market?

What is the speaker's view on the performance of new tech versus old tech?

What challenges are traditional retailers facing according to the discussion?

What is the speaker's perspective on investing in virtual reality?