Envestnet' D'Auria on the Markets

The video discusses the potential for a recession and the likelihood of the Federal Reserve pausing rate hikes. It highlights the current bull market status and advises investors to maintain a long-term perspective, considering defensive strategies amid uncertainty. The discussion also covers the impact of AI on investments, emphasizing the significant exposure to tech stocks like NVIDIA within market indices.

Discuss the concept of a 'soft landing' in the context of the current economic situation.

What is the significance of defensive posturing in investment strategies during uncertain economic times?