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?

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

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

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

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

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