Defense stocks could have a long-term tailwind, says John Zaller. He talks about how the markets rallying the day after the FOMC announcement. He discusses longer-term risk to the market is still inflation and the outlook for markets if inflation remains elevated, highlighting the S&P 500 Index (SPX). He also goes over inflation hedges for investors, underlining Lockheed Martin (LMT). Tune in to find out more.
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