Mainstay Capital Management's Kudla discusses U.S. Markets and Strategy

The video discusses the current economic climate, focusing on high inflation rates reminiscent of the 1980s and their impact on investment strategies. It highlights concerns about the COVID-19 Delta variant affecting global economic recovery and the performance of sectors like healthcare. The discussion also covers emerging markets, central bank policies, and opportunities presented by the infrastructure bill, particularly in sectors like rare earth metals and steel.

How does the speaker view the healthcare sector in light of the pandemic?

What are the concerns regarding emerging markets as discussed in the text?

Discuss the significance of the infrastructure bill as mentioned in the text.