XOUT ETF current stay-away stocks are Coca-Cola (KO), PepsiCo (PEP), and Walt Disney (DIS). XOUT Capital's founder and CEO, David Barse, says that now is a compelling time to increase exposure to select and large-cap U.S. equities. He also weighs in on how inflation is impacting fund strategy and names. Finally, he provides his stock pick - Adobe (ADB).