Pepper International CEO on Markets, Inflation

The video discusses the current market conditions, focusing on the tech sector's decline and investment opportunities. It addresses recession concerns, highlighting corporate earnings and inflation's impact on market pricing. The discussion includes investment strategies in defense tech and infrastructure, emphasizing a balanced approach between growth and value investments.

What is the speaker's perspective on the earnings expectations in the current economic climate?

What investment strategy does the speaker recommend in terms of balancing growth and value?