Stocks Are in a Bear Market Rally, Bowersock's Hill Says

The video discusses the current state of the equity and bond markets, highlighting the potential for a recession and the impact of the Fed's interest rate decisions. It suggests a defensive approach in equity markets and sees bonds as a buying opportunity. The importance of supply chain management and selecting resilient stocks is emphasized. The video also explores the potential of technology stocks and growth opportunities, despite rising interest rates.

How does the speaker suggest investors should approach inflation expectations?

What factors does the speaker believe will continue to affect supply chains?

What is the speaker's view on technology stocks in the current market?