I think people are looking at recession as their accounts have been declining in the recent weeks and months, says David Stryzewski. I am more concerned about a stagflation situation, he adds. He says the market is not happy with the Fed, and cash is king as most asset classes are down. He thinks growth stocks are undervalued and value is overpriced. He recommends the consumer look at their spending. He likes the stocks of Amazon (AMZN) and Spotify (SPOT). He gives his final thoughts on cryptocurrency. Tune in for the full discussion with Nicole.