What's the Number One Warning Sign for Equities?

The video discusses potential risks to equities, such as surprises from China and taper tantrums, and the impact of a strong US dollar on earnings. It explores the Goldilocks economic scenario, where central banks' policies influence market dynamics. The discussion also covers the importance of real assets as a hedge against inflation, given the relaxed market stance on inflation overshoot.

What are the potential warning signs for equities mentioned in the text?

How does a strong dollar impact US corporations and equities according to the discussion?

What is the significance of the 'Goldilocks scenario' in the context of the current economic situation?

What factors are contributing to the current global equity rally as discussed in the text?

What is the argument for investing in real assets as opposed to stocks or bonds?