Genter Capital CEO on Markets, Strategy

The video discusses the current state of the US market, highlighting its fair valuation and the influence of the Federal Reserve's policies on inflation and interest rates. It examines the potential risks and adjustments in earnings and market valuations, considering the Fed's focus on inflation control. The discussion also covers the impact of inflation on consumers, particularly in housing and energy costs, and the potential for slowing GDP growth.

In what ways is the job market described, and what concerns are raised about consumer strength?

What impact do rising mortgage rates have on consumers according to the speaker?