The Triple Threat Facing Tech Stocks

The video discusses the challenges tech companies face during earnings season, focusing on demand pull-forward and input cost inflation. It explores investment strategies in tech, including call options and risk management. The video also analyzes defensive market strategies, particularly in staples and utilities, and discusses inflation trends and their impact on interest rates, suggesting a potential decline in inflation and a less hawkish Fed stance.

What are the implications of input cost inflation on the staples sector?

What is the expected trend for inflation and interest rates in the coming months?