Wells Fargo's McMillion on Markets and Strategy

The video discusses the rapid transition of the US economy through its cycle, highlighting rising risks and a preference for US large caps and tech sectors. It also covers the potential for growth and earnings, while being cautious of market volatility. Additionally, it examines Asia's exposure to higher energy and metals prices due to inflationary pressures, particularly from Europe.

What sectors does the speaker express a preference for and why?

How are Asian economies affected by inflationary pressures compared to the US?