Hasan: All Hands on Deck to Curb Inflation

The video discusses the persistence of inflation due to globalization and its impact on asset management. It explores asset allocation strategies, emphasizing inflation-linked securities and emerging markets. The discussion includes market insights from Mohammed El Arian, focusing on extending duration in portfolios and the potential for a recession. The video concludes with a look at oil price divergences and their implications for the economy.

How do you interpret the current yield curve inversion in relation to potential recession?

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What are the potential risks and benefits of investing in gold and oil during inflationary periods?

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Discuss the divergence in oil price expectations among analysts and its implications.

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