video1.0<iframe src="https://www.loom.com/embed/979abd7744954642923a186b926fcdad" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/979abd7744954642923a186b926fcdad-1705361754809.gif379.46In 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.