Mainstay Capital's Kudla on Markets and Stretegies

The video discusses market expectations regarding Fed policy and inflation, highlighting the challenges of achieving positive real rates. It explores investment strategies in volatile markets, emphasizing defensive sectors and alternative strategies like shorting currencies and bonds. The bond market offers opportunities despite potential capital depreciation. The video concludes with a focus on energy stocks, boosted by recent OPEC decisions.

What strategies are mentioned for generating positive returns in the current market environment?

What is the speaker's perspective on energy stocks following the OPEC plus cut?