Market Update & Q&A Video Summary (June 2022):

We review our risk indicators and our thoughts on the current macro and economic landscape. Then we answer questions.

1:15 Risk Indicators – Volatility

4:08 Rick Indicators – CDS Spreads

8:29 Risk Indicators – Bond Spreads

10:52 Consumer Sentiment

16:03 Inflation

17:30 Consumer Health: Loans & Savings

18:45 Recession Risk

21:00 Business Outlook

21:32 Dollar Concerns Continue

24:37 S&P500 (YTD)

24:55 S&P500 (5YR)

25:38 What Keeps me up at Night?

Q&A

29:00 Q: Do you believe lower price to earnings multiples and lower earnings forecasts are signs of lower stock prices?

30:33 Q: What do you see the biggest risk for the current equity markets?

30:58 Q: Are you worried about the current growth in China and the health of the Chinese economy?

33:10 Q: Do you see any chance of a market rebound in the foreseeable future or do you see the current trends continuing?

36:42 Q: Should I pull my money out of the market and buy gold and let it ride?

37:34 Q: What to do we extra cash?

39:50 Q: Do you use bonds, gold, and crypto as investments?

40:16 Q: Commenting on our asset allocations thinking currently and into coming months

45:45 Q: More about Crypto currency

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Best regards,

The Willow Team
+1 413 236 2980