Inflation is the number one problem for the market, says David Dietze. He discusses highlights Fromm the Fed minutes, such as how the Fed plans to shrink balance sheet and consider bigger rate hikes. He then goes over his stock picks which include Wells Fargo (WFC), D.R. Horton (DHI), and FedEX (FDX). He explains WFC as a stock pick because it is a domestic-focused bank where there is no turmoil, unlike overseas where other banks do a lot of business. Tune in to find out more.