Trillium AM's Smith on Markets

The video discusses the impact of global supply chain disruptions and the shift towards onshoring in the US, highlighting investment opportunities in various sectors. It examines the potential recession, noting the unique factors of investment stimulus from the Chips Act and Inflation Reduction Act. The discussion also covers earnings expectations, market challenges, and the housing market's risks due to quantitative tightening.

What are the implications of onshoring activity for investment opportunities in the United States?

How has the pandemic influenced our awareness of supply chain vulnerabilities?

In what ways might the current recession differ from previous recessions?

How might the Chips Act and Inflation Reduction Act impact investment?

What factors contribute to the optimistic earnings expectations for companies?

What challenges might arise in stabilizing the mortgage markets in the US?

What are the potential effects of quantitative tightening on the housing market?