Advisors AM's Lloyd on Markets, Strategy

The video discusses the counterintuitive nature of market reactions to PPI numbers, highlighting the impact on yields and stocks. It analyzes the financial sector's response to yield curve changes, noting a shift towards dividends over buybacks. The discussion then shifts to commodities, emphasizing a long-term investment strategy due to underinvestment and supply chain issues. Finally, the video examines the tech sector's performance relative to the S&P, advocating for selective value investing in tech stocks.

What cautionary advice does the speaker give regarding banks and their balance sheets?

How does the speaker view the current state of commodities investment?

In what ways does the speaker suggest being selective in technology investments?