Looking Ahead to the ECB Rate Decision

The video discusses the divergence in monetary policies of major central banks since 1994, highlighting the ECB and Fed's differing approaches. It examines the impact of these policies on inflation and asset prices, noting that central banks are behind the curve in addressing inflation. The discussion includes China's role in exporting deflation and the growth of the US banking system. The video predicts that the Fed will need to implement more rate hikes to tackle inflation, which may run above target. It concludes with investment strategies in an inflationary environment, emphasizing the importance of holding real assets.

What concerns are raised about the Fed's potential actions regarding inflation?

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Why is it important to hold real assets within a portfolio in the context of inflation?

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