Stocks Fall With Bonds On Inflation Worry

The video discusses the impact of rising interest rates on the economy, particularly focusing on technology stocks and inflation. It highlights the strong economic growth and job market, while acknowledging cost-push inflation due to supply chain disruptions. The discussion also covers investment strategies, emphasizing quality sectors and inflation protection.

What indicators suggest that the economy is performing well despite inflation concerns?

What are the potential risks mentioned that could affect the market?

How should investors approach their portfolios in light of inflation, according to the discussion?