Fundstrat's Lee: There’s a Shortage of Bonds

The video discusses the 2017 market outlook with Tom Lee, focusing on potential shifts in the equity market due to demographic changes and savings trends. It explores the bond market, interest rates, and the impact of market dispersion on active management. The discussion also covers sector performance post-election and the Federal Reserve's role in market volatility.

What are some potential characteristics of the year 2017 according to Tom Lee?

What does Tom Lee suggest about the cash on the sidelines and its impact on the equity market?

How does Tom Lee describe the demographic trends affecting investment behavior?

What is the significance of the bond market in the context of Tom Lee's discussion?

How does Tom Lee view the relationship between stock dispersion and active management?

What lessons does Tom Lee suggest investors should learn regarding market dips?

In what ways does Tom Lee believe the role of central banks is changing?