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

September 2022 Market Update:

In our September 2022 Market Update we cover:

1:34 Yield Curve

4:50 US Treasury Yields

5:23 Wealth Distribution

9:23 Social Unrest

11:41 Inflation

16:02 S&P 500 Chart

23:35 NASDAQ Chart

23:56 Themes – 2020s A Time of Change

33:00 Positioning

Q+A:

36:50 How are you thinking about Civil Unrest and portfolio positions?

38:34 What type of treasuries?

39:03 Fertilizers, Chemicals, Potassium, Nitrogen – Global Food Production

40:21 Crypto Markets

 

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The Willow Team
+1 413 236 2980