Regentatlantic Capital Co-CIO on Fed, Earnings Season

The video discusses the challenges faced by tech stocks, particularly software companies, due to market sentiment and inflation. It highlights the potential success of cyclicals like energy and materials. The role of central banks, especially the Fed, in managing crises and maintaining credibility is examined. Concerns over tech stock valuations and rising costs are also addressed.

Why is the cost structure of software companies a concern?

What mistakes did central banks make regarding inflation, according to the text?