Advisors Capital Management's Lieberman on Markets and Strategy

The transcript discusses the Federal Reserve's tapering and its limited impact on inflation, highlighting concerns about the Fed's slow response to inflationary pressures. It covers FOMC's rate hike predictions, labor market challenges, and wage inflation. The discussion also includes investment strategies to cope with inflation, focusing on portfolios that benefit from higher inflation, such as banks and tangible asset companies. The transcript concludes with potential risks to the stock market due to surging inflation and the Fed's policy responses.

What factors are contributing to the pressures on inflation as mentioned in the text?

What is the significance of the employment report mentioned in the text?

How might the labor market impact wage inflation according to the text?

In what ways are companies adapting to cope with higher inflation?

What are the potential consequences of the Fed's slow response to inflation?