Kramer Capital Research CIO on Markets and Strategy

The video discusses the impact of inflation and supply chain issues on markets, highlighting inflation as a major concern. It examines bond market volatility and the implications for stock investors. The video advises adopting defensive investment strategies, focusing on stocks with lower valuations and stable dividends. It also analyzes the potential for market corrections in big tech stocks, suggesting caution and waiting for better entry points.

What investment strategies are suggested for dealing with current market conditions?

What concerns are raised about big tech companies in the current market environment?