Most People Getting Inflation Wrong, Says Ritholtz

The video discusses the bond market's historical trends, the economy's deceleration, and the role of bonds as volatility dampeners. It highlights the challenges of inflation and deflation, emphasizing the need for careful investment strategies. The discussion also covers the shift from traditional bonds to private equity, noting the increased risks and potential returns.

In what ways does the speaker believe the bond market has changed over the past decades?

What are the potential risks associated with private equity as mentioned in the text?

How does the speaker view the concept of '6040 is dead' in the context of portfolio management?