Market Pullback May Be ‘Start of Something’: Miller Tabak

The video discusses the current state of the market, highlighting the unusual lack of corrections and the impact of inflation driven by supply chain issues. It explores hedging strategies, emphasizing the importance of maintaining cash reserves. The discussion also covers market volatility, liquidity concerns, and the Fed's role in sustaining valuation levels. Finally, it debates the merits of growth versus value investment strategies, suggesting a shift towards value due to expected interest rate changes.

What factors contribute to the current market's perception of value versus growth?

In what ways might the tapering of QE affect technology and growth stocks?