2022 Will Be an Adjustment Year for Markets: Paulsen

The video discusses economic growth forecasts for 2021 and 2022, highlighting potential growth rates and the impact on equity markets. It examines inflationary and disinflationary forces, including global demographics and technology's role. The speaker outlines investment strategies, emphasizing minimizing bond exposure and focusing on cyclical markets. The discussion also covers the role of big tech in market dynamics and strategies for managing risk amid economic volatility.

What does the speaker suggest about the relationship between technology and inflation?

How does the speaker recommend approaching investments in the current market environment?

What is the speaker's view on the performance of big tech stocks in relation to small caps?