U.S. Markets Are Seeing a Tilt to Value, Says Gabelli’s Marangi

The video discusses the dominance of momentum stocks in the US market over the past decade and the potential shift towards value stocks. It highlights the cheaper valuation of global markets compared to the US, with specific opportunities in the UK and emerging markets. The impact of Brexit and currency tailwinds are considered, along with the potential for increased market uncertainty in the US due to a wide range of policy outcomes.

What uncertainties are mentioned regarding the UK and Brexit?

What is suggested about the bad news priced into U.S. markets?