Mehra: Market Is Fighting Fed

The video discusses the economic outlook for 2023, highlighting potential challenges such as inflation and recession. It analyzes equity and bond markets, offering investment strategies and insights into interest rate risks. The impact of global events, particularly in Japan, is examined, along with asset allocation strategies in Asia. The video also explores commodities investment amid inflation concerns.

What is the speaker's perspective on investing in technology stocks?

How does the speaker suggest investors should approach bonds in the current market?

What are the speaker's views on commodity investments in the context of inflation?