Chris Wallis, CEO & CIO of Vaughn Nelson Investment Management, says the long leading indicators are starting to pick up with potential industrial growth rate downturn. He adds the supply chain disruptions and bottlenecks have led to unsustainable moves higher in commodity prices. They expect volatility and narrow market performance through summer. He thinks we need to focus on 2022 and not just the reopening stocks. He thinks investors should focus on the secular trends like artificial intelligence, blockchain, and semiconductors.