Pepper International: in a Goldilocks Market

The video discusses the long-term outperformance of the tech sector, driven by the pandemic's shift towards remote work. It analyzes the oil market, predicting a decline in prices due to increased supply and a shift towards non-carbon futures. The global economic impact of COVID-19, including vaccine distribution and potential new strains, is considered. Finally, investment opportunities in tech stocks, particularly Amazon, are highlighted, with advice on timing market entry.

What are the potential risks mentioned regarding global uncertainties and their impact on the US economy?

What investment strategy does the speaker suggest for the long term?