BAML's Suzuki Warns of Small-Caps at Tech Bubble Levels

The video discusses the volatility and high valuations of small caps, particularly in the context of post-election market dynamics. It explores the impact of fiscal policies on dollar strength and small caps, comparing them to larger players like the S&P 500. The discussion includes investment strategies, valuation comparisons, and sector analysis, highlighting the influence of consumer confidence and border adjustments on market performance.

Discuss the relationship between dollar strength and small cap stocks as mentioned in the text.

What are the implications of potential tax cuts for consumer discretionary stocks?