Bulltick Capital Markets Head on Supply Chain Issues

The video discusses market positioning in response to inflation trends, highlighting sectors like commodities and industrials. It explores inflation's impact on rate-sensitive sectors and the potential for higher yields. The discussion includes the Fed's actions, risks of stagflation, and investment strategies focusing on equities and alternatives like Bitcoin. The video concludes with a comparison of Bitcoin and gold as inflation hedges.

What potential risks does the speaker associate with the Federal Reserve's actions in the coming year?

What recommendations does the speaker provide for someone concerned about interest rate risk?