Small-Cap Rally: Too Far Too Fast?

The video discusses whether current market trends are temporary or indicative of deeper changes, particularly in light of Donald Trump's recent press conference. It explores the cautious outlook for small and midcap stocks, the influence of political events on market multiples, and the potential for increased volatility. The discussion includes investment strategies focusing on quality and domestic sectors, and predictions for small cap performance over the next year, highlighting the potential for single-digit growth and the impact of political developments.

What are the implications of the earnings outlook for 2017 as discussed?

In what ways might the market react to news from the president-elect?