Hard Assets Will Drive Markets Forward: Franklin Mutual

The video discusses inflation control through fiscal policy and interest rates, analyzing market reactions to the Fed's actions. It explores investment strategies, focusing on defensive and cyclical stocks, and examines sectors like energy and industrial space for opportunities.

What sectors does Mike Wilson at Morgan Stanley favor in the current market?

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How does the speaker view the current valuation of risk assets compared to historical norms?

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What are the implications of rising interest rates on profitless tech companies?

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