STORY: "What is being done right now is [the Federal Reserve is] trying to take liquidity out of the system - because that is in essence what's causing inflation," says Orczyk Sissel. "The types of stocks that benefit from less liquidity are not the stocks that have been outperforming in the last 18 months, they're going to be things like energy, materials, healthcare."

Among her recommendations: Southern Copper Corporation. "This is a company that benefits from increased demand in copper. As we move more towards EVs, there's greater demand for copper as EV's use more copper - substantially more copper - than traditional ice [internal combustion engine] vehicles."