Medley Global Advisors MD on Markets, Eco

The video discusses the current economic outlook, focusing on the potential for a US recession and the impact of bond yields. It examines the implications of the French election on European politics and the euro. The challenges of achieving a soft economic landing are explored, highlighting the roles of skill and luck. Finally, investment strategies in the current economic climate are discussed, emphasizing diversification and portfolio management.

What factors are currently affecting the US economy and its potential for recession?

How might the outcome of the French election impact NATO and European politics?

What are the challenges associated with achieving a 'soft landing' for the economy?

In what ways do luck and skill play a role in economic management and investment strategies?

What implications does the strength of the dollar have on commodity prices and inflation?