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

00:09 Disclaimer

01:41 Risk Indicators – Volatility 02:31 Risk Indicators – CDS Spreads

03:15 Risk Indicators – Bond Spreads

04:09 Velocity of Money

05:38 Trade Deficit

07:44 Margin Debt

11:28 Inflation – Transitory or Not?

25:27 Crypto Update – Protocol Revenue

27:37 Crypto Revenue in Perspective

28:49 Creator Economy

34:17 DeFi Q+A

36:03 Q: How would you use crypto as a currency – stable coins?

37:15 Q: Inflation, Labor, Supply Problems – building Cash in Positions

37:41 Q: Do you feel that emerging markets are underinvested?

39:10 Q: Where do you see the greatest risk in opportunities in the year ahead?

40:30 Q: In an unpredictable world do you bet on using cash positions to invest in growth stocks?

43:19 Q: Questions on various Stocks

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The Willow Team
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