The Dollar Is Hitting Important Inflection Point: JH's Roland

The video discusses inflationary pressures, market trends, and investment strategies. It highlights the importance of balancing portfolios with bonds and equities, focusing on US over international equities due to economic conditions. The impact of the dollar and fiscal policies on global markets is analyzed, emphasizing the need for strategic risk management in portfolios.

What factors are mentioned as potentially pushing inflation higher in the short term?

How does the speaker view the long-term inflationary pressure?

What is the significance of small-cap equities in the current market context?

What are the implications of the dollar's performance on multi-asset investing?

How should a portfolio be balanced in light of potential risks mentioned?