Pepperstone's Weston on Macro Outlook

The video discusses market dynamics, focusing on risk strategies and the impact of liquidity on investments, particularly in crypto. It highlights the role of CTA funds and the influence of the Fed's balance sheet on market movements. The analysis extends to meme stocks, sector performance, and the potential impact of real rates on risk assets.

Which sectors are mentioned as performing well in the current market environment?

What are the implications of rising real rates on risk assets?