'Some Good Value' in Brazil, Russia, India, China Stocks, Wells Fargo's Cronk Says

The video discusses the potential shift from growth to value investments, the impact of trade tensions between the US and China on future earnings, and the performance of US equity markets. It highlights the potential value in emerging markets, considering the dollar's trend and China's stimulus measures. The discussion also covers the Federal Reserve's policy and its implications for market dynamics.

What are the potential shifts in investment strategies mentioned in the text?

How does the yield curve steepening relate to market trends according to the discussion?

What are the implications of the trade conflict between Washington and Beijing for investors?

What factors are influencing the performance of emerging markets as discussed in the text?

What is the expected impact of the Fed's monetary policy on emerging markets?