{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/979abd7744954642923a186b926fcdad\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/979abd7744954642923a186b926fcdad-1705361754809.gif","duration":379.46,"title":"Equity Markets and Outlook for the Year Ahead","description":"In this video, I discuss the equity markets and our outlook for the year ahead. I cover projected earnings and why stocks go up in the long run. I also explain why stocks may go up in the short run, including factors like money market fund assets and bearish investor positioning. Additionally, I touch on the performance of different asset classes, such as large cap stocks and commodities. Watch the video to gain insights into the equity markets and our investment approach."}