Stocks 'Pretty Good Buy' Compared to Bonds: QMA's Keon

The video discusses the current challenges in the market, emphasizing geopolitical risks and their impact on prices and returns. It highlights the resilience of the US economy, driven by strong consumer spending, and the elevated asset prices. The discussion also covers investment strategies, comparing stocks to bonds, and the role of central banks in supporting emerging markets. Despite risks like a strong US dollar and trade wars, emerging markets are seen as having potential for modest growth.

What is the speaker's perspective on emerging markets in relation to the US dollar?

What role do central banks play in the current market conditions according to the speaker?