Are Markets Too Sanguine on Ukraine Risk?

The video discusses the current market status, highlighting the impact of geopolitical events like the Russia-Ukraine conflict on energy prices. It explores sector strategies, focusing on growth versus value investments, particularly in tech, industrials, and financials. The discussion also covers interest rates, Fed policy, and potential economic risks, emphasizing the importance of understanding the supply side of inflation and the implications of aggressive rate hikes.

What does David suggest about the Fed's approach to interest rate hikes in the current economic environment?

In what way does David believe the Fed should address the inflation issues currently affecting the economy?