Market Update + Q&A, May 2022

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

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

5:04 Risk Indicators – CDS Spreads

7:38 Risk Indicators – Bond Spreads

9:10 Dollar Concerns 14:15 Inflation

17:25 Purchasing Power of US Dollar

18:56 NASDAQ

22:25 S&P500

Q&A

23:32 What are your target highs for gold and silver?

25:39 Comment on performance of Digital Assets

28:45 Short term treasury Bills

30:40 Do you believe that the Fed’s increasing interest rates will move too quickly and as the potential consumer sectors stall?

32:00 Is the popular investment strategy focused on ESG has underperformed in 2022 first quarter. Do you feel that the logic and evidence for assurance of ESG driven are lacking.

35:38 Is gold less desirable to all when interest rates rise because it has no yield and thus making other yield bearing havens more attractive?

37:00 do you think with all the negative sentiments that the markets are at or near the bottom?

41:30 When will growth come back?

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Best regards,

The Willow Team
+1 413 236 2980