KKR'S McVey on Fed, Inflation Strategy, Small Caps

The video discusses the Federal Reserve's approach to managing inflation and bond yields, emphasizing the separation of bond buying from interest rates. It explores the implications of transitory inflation, interest rates, and market dynamics on investment strategies. The discussion highlights the pressures in the labor market and the need for capital deployment in cyclical recovery and reflation assets. It also covers regional investment opportunities, focusing on small caps and the impact of global millennials on investment trends.

What are the Fed's intentions regarding bond buying and interest rates?

What are the expected trends in inflation and interest rates according to the speaker?

How does the speaker view the relationship between savings and investment in the current economic climate?

What are the long-term implications of the current economic policies as discussed by the speaker?

How does the speaker describe the current state of the S&P companies' margins?

What implications does the speaker suggest regarding labor costs and the job market?

What factors does the speaker believe will influence the performance of small-cap stocks?