iCapital Network's Amoroso on Markets & Investment Strategy

The video discusses the current state of the tech sector, highlighting the attractiveness of semiconductor investments due to corrected valuations. It reports on Tesla's decision to move its headquarters to Austin, TX, amid ongoing semiconductor shortages affecting the auto industry. The discussion also covers the impact of COVID-19 on supply chains and the potential for recovery as global vaccination rates improve. The video concludes with an analysis of inflation trends and the expected timeline for resolving supply chain issues.

What is the expected impact of the chip shortage on the auto sector in the coming quarters?

How is the global vaccination rate expected to influence supply chain issues and economic recovery?