Market Update + Q&A, March 2022

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

We review our risk indicators and our thoughts on the current macro and economic landscape with what keeps us up at night. Then we answer questions.

01:14 Intro

01:28 Risk Indicators – Volatility 

02:40 Risk Indicators – CDS Spreads 

03:46 Risk Indicators – Bond Spreads

04:30 Inflation

06:44 Market Technicals

09:43 What Keeps Us Up At Night 

13:10 Portfolio Positioning 

16:27 Q: Stablecoins 

19:07 Q: Do you believe that stablecoins could actual be an alternative to government money? 

21:48 Q: BNY Mellon is moving into crypto, thoughts? 

23:24 Q: Biggest implications Russia/Ukraine conflict, economic rivals, China, Long Term Investments 

27:05 Q: Economic Cycles and how do you determine cash allocation? 

29:16 Q: China’s central bank backed digital currency 

31:56 Q: When are Willow Zoom calls available to review? 

32:23 Q: Where are support levels in this market? 

33:12 Q: Chart review

To set up a meeting, please click here or give us a call.

Best regards,

The Willow Team
+1 413 236 2980