Charles Payne interviews Brian Belski about current market conditions. Belski discusses inflation, liquidity, and the role of technology stocks.
Charles Payne and Brian Belski discuss the “Bend, Not Break” market, examining inflation, liquidity, and potential tech corrections. Belski, from Humilis Investment Strategies, explains why inflation concerns are overblown and highlights the market’s underlying strength. He details strategic portfolio positioning, advocating for overweighting communication services, financials, industrials, and utilities while maintaining a neutral stance on general tech and underweighting the Magnificent Seven.
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