Mike Wilson on Earnings, Recession Call, AI Excitement

The video discusses current market trends, focusing on inflation's impact on stocks and bonds. It highlights an ongoing earnings recession, particularly in the tech sector, and forecasts continued challenges in revenue growth. Investment strategies are explored, emphasizing a balanced approach between cash and equities. The future market outlook considers potential opportunities in capital expenditure and specific sectors like energy and financials.

What is the expected GDP growth according to Ellen's forecast?

What does Michael Wilson suggest about cash in the current market situation?

What are the sectors that Michael Wilson identifies as appearing cheap?