Volatility Is Your Friend, Not Your Enemy: Wren

The video discusses the current market volatility and suggests that it presents investment opportunities, especially for retail investors who are under-invested. It highlights a preference for cyclical sectors like technology and industrials, while cautioning against staples and utilities. The speaker is optimistic about the US economy's modest growth and expects a positive earnings season with 6-8% growth for the S&P 500. The video also touches on the lack of public awareness about key economic figures like Janet Yellen, despite their significant impact.

What is the speaker's outlook on the growth path of the US economy?

What does the speaker think about the upcoming earnings season?