iCapital's Amoroso on Inflation, Markets

The video discusses the implications of a flattening yield curve, suggesting that the Fed may tighten policy. It explores the potential impact of interest rate hikes on the economy, emphasizing that even significant hikes may only bring rates back to neutral. The tech sector is highlighted as a resilient investment during economic slowdowns, with a focus on cloud and cybersecurity. Finally, the video examines reopening trades, particularly airlines, as promising investment opportunities due to undervaluation and potential travel rebound.

In what ways does the speaker believe easing pandemic restrictions could impact inflation?

What factors contribute to the speaker's positive outlook on airline stocks as a reopening trade?