Inflation is a Clear and Present Danger

The video discusses the current economic environment, focusing on inflation, the Federal Reserve's actions, and their impact on market valuations. It highlights the potential value in both stocks and bonds, particularly in the context of the 60/40 investment paradigm. The discussion also covers the attractiveness of investment-grade bonds and the potential for fixed income to deliver returns. Additionally, the video examines the Fed's influence on TIPS and the implications for inflation measurement.

In what ways might investment grade bonds become attractive in the current market?

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What does the current yield in high yield and emerging markets suggest about fixed income investments?

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