Medley Global Advisors' Emons on Economic Concerns, Strategy

The video discusses the current market environment, focusing on demand, stagflation, and reflation. It explores the impact of inflation on different sectors, portfolio management strategies, and the global supply chain. The discussion also covers the Evergrande crisis and its implications for global markets, highlighting the role of central banks and liquidity measures.

Discuss the implications of the earnings season on market volatility.

What role do central banks play in the current economic situation?

What are the potential impacts of the Evergrande situation on global markets?