Sarge986 LLC President Stephen “Sarge” Guilfoyle foresees two dominant macro trends that play a great role in influencing the market ( ^DJI , ^IXIC , ^GSPC ) and whether stocks can hold onto the current rally.

Guilfoyle joins Julie Hyman on Asking for a Trend to elaborate on the areas he is investing, taking advantage of the high inflationary environment: the utilities sector ( XLU ) and precious metal commodities such as gold ( GC=F ), silver ( SI=F ), and copper ( HG=F ).

"As AI goes, as bitcoin ( BTC-USD ) goes on, as electric vehicles go on, the demand for electricity isn't going to be what it's been. Demand for electricity nationwide has gone up, maybe like less than 0.5% a year for a number of years," Guilfoyle explains. "From here on out. I think they're expecting 2 to 3% growth per year. so this is going to be an ongoing thing. You're not going to pay a low price for electricity, I don't think, probably for a long time."

For more expert insight and the latest market action, click here to watch this full episode of Asking for a Trend.

This post was written by Luke Carberry Mogan .