T. Rowe Price's Poullaouec on Archegos Capital, How His Firm is Mitigating Risk

The video discusses current market risks, strategic changes due to inflation and COVID-19, and the impact of reopening on value stocks. It also covers US sovereign debt strategies, China's economic rebound, and post-pandemic opportunities in travel and consumer sectors.

What recent market event is mentioned as a sign of market exuberance?

• GameStop debacle

• Bitcoin surge

• Amazon earnings report

• Tesla stock split

Which risk is now considered more significant than COVID-19 for asset allocators?

• Geopolitical risk

• Interest rate risk

• Inflation risk

• Currency risk

What is the current stance on US sovereign debt duration?

• Neutral

• Highly exposed

• Overweight

• Underweight

What is the anticipated impact of inflationary pressure on policy?

• No change

• Delayed tightening

• Expansionary policy

• Immediate tightening

What is a key driver of the market rebound according to the transcript?

• Government stimulus

• Vaccine rollout

• Corporate earnings

• Interest rate cuts

Which sector is expected to see growth due to pent-up demand post-pandemic?

• Technology

• Travel and experiences

• Healthcare

• Real estate

Which type of stocks are expected to outperform in the coming months?

• Growth stocks

• Value stocks

• Dividend stocks

• Tech stocks