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Omicron and supply chain issues pose problems now, but a 20-year market vet shares why shipping and travel make sense to invest in for the long-term.

A 20-year Wall Street veteran who worked at Morgan Stanley and Merrill Lynch shares 4 sectors of stocks and one asset he's bullish on amid inflation.

"If and when that does turn, I think to me, that's the really red flashing light," said Meb Faber, Cambria Fund's CEO and investing chief.

The supply chain crisis will last into 2023 but there are ways to tap into the investment opportunities well beyond that, Paul Somma, founder of SonicShares ETFs, says.

Rosenberg Research & Associates This story is available exclusively to Insider subscribers. Become an Insider and start reading now. The S&P 600 and the Russell 2000 are falling behind the rest of the stock market. Cyclical stocks were a great investment in the economic recovery, but some sectors are losing steam. The economist who called the housing bubble thinks these are signs the market rally is stalling. It's easy to see why investors have been so optimistic lately. Thanks to a terrible first quarter during the early days ...