We are still overweight on industrials as we were most of the year, says Jimmy Lee. He and John Ease discuss the outlook for industrials. Jimmy talks about how themes such as sustainability, onshoring and companies investing more into technology that would help industrials overall. John notes that infrastructure/supply chain, aerospace/defense, return to office, and high oil prices are secular trends that drive growth. They then go over how a US recession could impact industrial stocks, as well as what the reopening in China would mean for industrial stocks. Tune in to find out more about the stock market today.