Quadratic Capital's Davis on Markets, Strategy

The video discusses the implications of Fed rate hikes on the market, emphasizing that these hikes alone won't solve supply-side disruptions. It suggests diversifying investments beyond traditional asset classes due to increased market volatility. The weakening of the yen is analyzed, questioning its status as a safe haven. The video also explores the impact of real yields on equity markets, highlighting the challenges posed by high inflation and global economic factors.

In what ways should investors diversify their portfolios in the current economic environment?

What does the speaker imply about the concept of a 'safe haven' in investing?