Source of earnings growth will be telling for inflation expectations, says DCLA's Sarat Sethi

Sati is managing partner and fund manager at Douglas Elaine and Associates. We've got him all hour. We'll talk markets, stock picks, AI, OpenAI, and Nvidia.Also meet one of America's top financial advisors. Sirat, welcome. >> Thank you.>> Okay, we're going to get to all that stuff we just laid out. But let me ask you about the Federal Reserve. Your take on what you just heard for the minutes.>> Look, I think Steve is spot on. They're in a quandry, right. We don't have any data and the data that leads to inf ...