Market sell-off, inflation impact, and equity plan

The chapter discusses the recent market sell-off and its potential impact on investments, highlighting opportunities in certain parts of the market. They also discuss their plan regarding equities, focusing on overweight in Japanese equities and their belief in the US as the best game in town. Furthermore, they highlight the resilience of the US economy and their preference for companies in the US tech, healthcare, and consumer discretionary sectors. Lastly, there is an ad for CrowdStrike, a company offering AI-native threat detection for cybersecurity.