RiverFront Investment Group's Felton on Markets

The video discusses the current bullish sentiment in the market, driven by the US economic recovery and corporate profits. It highlights the importance of portfolio positioning, especially in tech stocks, due to consistent earnings growth. The bond market is critiqued, with a preference for equities over bonds. International investment opportunities are considered, though challenges like the Delta variant impact economic recovery.

What factors are contributing to the bullish sentiment in the stock market according to the text?

How does the speaker view the relationship between corporate profits and the surge in equities?

What concerns do investors have as they adjust to the market conditions heading into 2022?

What is the speaker's stance on the technology sector's earnings growth?

What is the speaker's opinion on the traditional 60/40 investment portfolio in the current environment?