BMO Family Office's Schleif Says Brace for More Volatility

The video discusses market pricing, investment opportunities, and the impact of fiscal and monetary policies. It highlights the potential for market growth, the risks involved, and the importance of monitoring earnings and inflation. The discussion also covers global market perspectives and the challenges of shorting in a stimulus-driven environment.

What is one reason markets are rallying according to the first section?

• Higher corporate taxes are expected.

• The bipartisan agreement is finalized.

• Higher corporate taxes seem to be out of the picture.

• The infrastructure bill is already passed.

What is a potential benefit of the infrastructure bill mentioned in the second section?

• Reduction in corporate taxes

• Immediate economic growth

• Long-term capacity building for the U.S.

• Increased market volatility

According to the second section, what is a concern despite the market's durability?

• Decreasing market participation

• Lack of investment opportunities

• Fear of missing out trade

• Low market valuations

What is the preferred investment strategy discussed in the third section?

• Avoiding all market risks

• Focusing on U.S. equities

• Investing in fixed income

• Going short in the market

What factor is likely to cause margin pressure in companies, as mentioned in the third section?

• Decreasing labor costs

• Stable commodity prices

• Increased market competition

• Supply chain disruptions