Market Update + Q&A for February 2022
See below for our February Market Update + Q&A. Summary points below the video.
Market Update & Q&A Video Summary (February 2022):
01:15 Intro
01:23 Risk Indicators – Volatility 02:29 Risk Indicators – CDS Spreads
03:05 Risk Indicators – Bond Spreads
03:45 What Keeps Me Up At Night
04:11 Power Consolidating to the Top
06:50 High Debt
07:21 Supply Chain Disruption
08:07 Stagflation – Hyperinflation 08:32 Civil Unrest
08:52 Power Consolidation Continues
12:16 Supply Chain – Issue Persist
12:43 Inflation
14:58 Social Cohesion – Acceleration of Tension
16:37 Dock Workers Protest in Italy
17:34 Tip of the Iceberg – Storm Brewing
21:10 Market Overview Chart
23:04 Q+A
23:21 Q: What do we go going forward?
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