F.L. Putnam's Hazen on Market, Inflation

The video discusses market risks, focusing on the impact of rising real rates and the end of easy money. It highlights opportunities in companies generating free cash flow, such as CVS, Chubb, and Broadcom. The consumer's financial health is analyzed, noting a bifurcation in spending power. Finally, the video evaluates growth stocks, emphasizing the importance of solid competitive positioning and cash flow generation.

In what ways has the consumer behavior changed in the context of elevated inflation?

What is the significance of the semiconductor stocks in the current market scenario?