What's Behind the Rally in Stocks?

The video discusses the market downturn in January led by Asian equities, the role of oil and energy sectors in market performance, and the correlation between the dollar and oil prices. It examines the impact of the OPEC deal and US shale production on the market, hedge funds' changing positions on energy stocks, and the performance of small cap stocks following Trump's election.

What factors contributed to the decline in Asian equities mentioned in the text?

How did the performance of oil in 2016 influence global markets according to the discussion?

What is the significance of the OPEC deal in relation to oil prices as discussed in the text?

What changes in hedge fund strategies regarding energy stocks were noted towards the end of the year?

How have options traders' sentiments towards small cap stocks changed since Trump's election?