ADS' Marwah on Hawkish Fed Moves

The video discusses recent movements in the bond market, focusing on the Fed's hawkish stance and its impact on interest rates and the yield curve. It explores the Greenspan conundrum and the implications of balance sheet reduction. The discussion shifts to market expectations, particularly in the tech sector, analyzing investment strategies and the shift from growth to value. Finally, it addresses employment rates and labor market participation, highlighting the potential for increased labor force participation in the coming year.

What are the key indicators that suggest a shift from growth to value in the market?

How has the performance of mega-cap tech stocks influenced investment strategies?

What factors are contributing to the current labor force participation rate, and how might it change this year?