Alberto Gallo Sees 'No Value in Bonds' for Investors

The transcript discusses concerns about asset bubbles and elevated markets, focusing on bond markets in Italy, France, and the UK. It highlights the lack of value in bonds due to low yields and rising inflation expectations. The discussion shifts to investment strategies suitable for a rising inflation environment, emphasizing the need for risk in markets and the impact of ECB policies. The conversation also covers the rotation towards growth-related investments and the influence of political events on market stability, particularly in Italy and France.

What potential political events does the speaker mention that could impact the bond market?

What does the speaker imply about the relationship between monetary policy and inequality?