Anastasia Amoroso, Chief investment strategist, iCapital

It can, but don't own gold now. You buy gold when inflation is rising (and the Fed does nothing) or there is a recession coming. She sees neither coming.

Content is king, but so many are producing content which is expensive to make. So, it's hard to compete in this sector and distributors have been struggling. Linear TV is dying.

Today's CPI report was positive. CPI rose 0.1% month-over-month, which is on pace for 2% annually. Good. YOY it was 5% in March vs. 6% YOY February. A serious decline. Also, super-core inflation (services ex-shelter) declined YOU and MOM.

Doesn't like bank stocks now. But it's positive that the outflows from the small regionals has stopped and now there are some inflows. It comes down to competition for deposits and the online savings rates are much higher than what the banks are paying. So, the banks will have to raise their rates which will reduce their margins. Bank preferred shares are interesting, though.