Goldman's Lakdawala-Flynn Says U.S. Inflation Is Peaking

The video discusses the current state of inflation in the US, predicting a decrease to below 4% by year-end due to moderating supply chains, rate increases, and reduced fiscal stimulus. It suggests asset classes like equities, alternative assets, and real estate as protective measures against inflation. The focus is on sectors with pricing power and profitability, such as healthcare, energy, and profitable disruptive tech. Recommendations include private credit opportunities with floating rate exposure and real estate investments for rent resets.

Which sectors are highlighted as having strong profitability in the current market?

What is suggested regarding private credit opportunities in relation to interest rates?