This is a very confusing time with mixed sentiment about what happens next, says David Stryzewski. He discusses the economic outlook, highlighting that policy is not influencing inflation, inflation is influencing Fed policy. He talks about today's notable postmarket earnings which include Workday (WDAY), Zoom (ZM), and Occidental Petroleum (OXY). He then goes over risk asset ideas, such as oil and gas, gold and silver, and real estate. He also mentions reasons to be bullish on oil and gas companies. Finally, he notes how to finds protection in the current economic environment. Tune in to find out more about the stock market today.