Crossmark's Fernandez on U.S. Core and Headline Inflation

The video discusses market rotation from growth to cyclicals, emphasizing the importance of a long-term investment strategy. It addresses inflation concerns, suggesting that current inflation is transitory and not a major factor for portfolio adjustments. The tech sector's recent pullback is analyzed, with a focus on potential investment opportunities in companies like NVIDIA and Adobe, which are poised to benefit from trends like remote work and digital expansion.

What companies are mentioned as having potential for growth despite recent pullbacks?

How do the speakers view the relationship between inflation numbers and the tech sector?

What investment opportunities are suggested in the context of remote work and online selling?