Cracks in the Markets

The video discusses recent market trends, focusing on the tug of war between disappointing tech earnings and optimism about the Federal Reserve's potential rate hikes. It highlights the Federal Reserve's cautious approach to inflation control and the impact of economic indicators like the housing market. The discussion also covers market positioning strategies, emphasizing the potential in small cap and growth spaces as well as the importance of understanding economic cycles.

What were the main factors contributing to the disappointing earnings of big cap tech companies?

How did the Dow perform this week, and what was the reason behind its movement?

What is the significance of the Federal Reserve's upcoming rate hike meeting?

What indicators suggest that inflation may be moderating?

What are the implications of the current state of the housing market on inflation and the Fed's decisions?

Discuss the potential impact of a mild recession on the markets as predicted for the first half of 2023.

How might the market's perception of growth stocks change in the context of rising interest rates?