RockCreek's Doriwala on Markets and Strategy

The video discusses the impact of central bank policies, supply chain issues, and geopolitical factors on the economy. It highlights market sell-offs and potential attractive valuations in equity markets. The importance of stock picking and market fundamentals is emphasized, along with the role of interest rates and inflation expectations in shaping economic outcomes. The video suggests that active management and flexibility are crucial in navigating current market conditions.

What is the significance of earnings guidance in the current market environment?

What factors are considered to determine the trajectory of interest rates?