RiverFront's Felton on Markets Outlook

The video discusses investment strategies, focusing on sector allocation, inflation impacts, and market outlook. It highlights a barbell approach, balancing technology and cyclical sectors, while being underweight in defensive sectors. The discussion covers inflation pressures, supply chain issues, and corporate earnings, noting strong profit margins and cash reserves. The outlook for 2022 suggests slower earnings growth but remains optimistic due to strong consumer demand and economic growth. The video also explores positioning strategies around inflation and the role of the Fed, emphasizing equities for long-term returns.

What is the speaker's outlook on profit margins and earnings for 2022 compared to 2021?

How does the speaker suggest positioning around the inflation theme?