The Fed Will Still Air on the Side of Doing Too Much, Says Schutte

The video discusses the current state of equity and bond markets, highlighting the Federal Reserve's cautious approach to potential rate hikes and inflation concerns. It examines market reactions, economic growth prospects, and the cyclical trade's potential. The discussion also covers inflation risks, investment strategies, and the Fed's future actions, emphasizing the importance of hedging against inflation and the potential impact on markets.

What does the speaker suggest about the future of small caps versus large caps?

What is the speaker's view on the potential risks of inflation?

How does the speaker describe the Fed's current strategy in relation to the business cycle?