Nuveen���s Malik Sees Markets Taking a Breather for Rest of 2021

The video discusses the challenges and catalysts for the market in 2022, highlighting the impact of market valuations, earnings, and rate hikes. It explores opportunities in the Med Tech sector as procedures resume post-COVID. The shift from advertising to ecommerce is examined, with a focus on Amazon's logistics investments. The video also compares large and small caps, noting the advantages of scale for larger companies and the potential for small caps to thrive amid rising interest rates and inflation.

What is the speaker's opinion on the Med tech sector's recovery post-COVID?

What investments does the speaker believe will benefit Amazon going forward?