Bondurri: Gain exposure to long term secular growth

The video discusses the current market concerns, focusing on the Fed's rate hikes and their impact on global markets. It highlights the inversion of the interest rate curve and the potential for stagflation. The discussion moves to real rates, their rapid acceleration, and the risk of them turning positive, affecting equity valuations. The video advises against holding cash due to inflation and suggests investing in growth areas like semiconductors, cybersecurity, healthcare, and renewable energy.

What are the implications of the current inversion in the interest rate curve?

What factors are contributing to the discussions of stagflation in equity markets?

How has the macroeconomic environment changed according to the discussion?

What are the potential risks associated with real rates turning positive?

Which sectors are identified as potential growth areas for investors?