Quadratic Capital CIO on Markets, Strategy

The video discusses the current state of inflation expectations in the US, highlighting the gap between realized inflation and future expectations. It examines the impact of currency movements on inflation and introduces the Eyeball ETF as a tool for inflation hedging. The discussion also covers the sensitivity of tech stocks to interest rates and the role of bonds in diversifying investment portfolios.

Why does the speaker believe that using a single index for inflation is inadequate?

How does the speaker characterize the current thinking about tech stocks in relation to interest rates?

What does the speaker suggest about the development of interest rate derivatives markets?