The Fed and Inflation Will Have to Live With Higher Rates

Andrew Keen: I think it's going to be very, very hard for the Fed to maintain their hawkishness. And that means that many stocks that have very, very high multiples are going to get squeezed over time. The real conundrum for the market is really the valuation disparity between the cyclical socks and the defenses," he says. "I don't think there'll be sudden, sudden correction"