Unstoppable Wall of Cash

The video discusses the importance of staying invested in equity markets despite market volatility. It highlights the ongoing supply chain issues affecting various sectors and suggests increasing allocation to equities. The speaker analyzes different sectors, recommending investments in energy and tech while advising caution with staples and industrials. The discussion also covers rate sensitivity, emphasizing that rate changes are less impactful today due to central bank actions. The speaker concludes by advocating for a strategic asset allocation approach.

What sectors does the speaker suggest to avoid and why?

What is the speaker's overall strategy regarding asset allocation in the current market?