Resource-Heavy Emerging-Market Indices Favored, Strategist Says

The video discusses the fading correlation between tech and long-term yields, the cautious outlook on growth sectors, and the potential for emerging markets to gain interest. It highlights the impact of tech companies' pricing models on inflation and the challenges faced by Bay Area companies. The discussion also covers the dynamics of inflation, tech valuations, and the venture capital landscape.

What correlation was observed between fans and momentum ETF MTUM last year?

How has the relationship between tech stocks and long-term yields changed over the past few years?

What factors are contributing to the cautious outlook on the market?

What is the significance of inflation-sensitive assets in the current market context?

What challenges do Bay Area companies face regarding pricing and business models?

How might the current market conditions lead to price increases affecting the CPI?

What changes in the tech industry are causing concerns about inflation and valuations?