Stoltzfus: We Need to Reflate, Have Long Way to Go

The video discusses potential regime changes in equities and commodities, drawing parallels to 2013 when the Fed considered tapering its bond-buying program. It explores the concept of reflation, investment strategies, and the impact of global economic factors like algorithms and robotics. The analysis includes copper prices and the Chilean peso, highlighting bifurcation in market trends. The discussion extends to interest rates, fiscal policy, and their effects on emerging markets and commodity prices. Finally, it examines corporate behavior and growth prospects in 2017, focusing on shareholder engagement.

What does the speaker suggest about the relationship between rising interest rates in the US and emerging market currencies?

What is the speaker's perspective on the behavior of corporate executives regarding cash deployment to shareholders?