Cope Corrales' Sissel on Markets, Strategy

The video discusses the current economic environment, drawing parallels to the late 70s, and highlights the risks of a recession due to aggressive Fed rate hikes. It advises on investment strategies, emphasizing careful selection of equities and exploring alternatives. The video also analyzes tech stocks, particularly Apple and NVIDIA, in a rising rate environment. It explores bond market dynamics, the impact of a flattening yield curve, and the potential of REITs, especially residential ones. Finally, it offers a perspective on cryptocurrency, suggesting a long-term view despite current volatility.

How does the current economic environment compare to the late 70s?

What are the potential risks associated with the Fed acting too quickly in raising rates?

What factors should investors consider when selecting equities in the current market?

How does the speaker view the relationship between rising rates and growth stocks?

What is the significance of the yield curve flattening and the risk of inversion?

What are the challenges facing the housing market and how do they affect REITs?

What is the speaker's perspective on investing in cryptocurrencies in the current market?