Medley Global Advisors MD on Inflation, Markets

The transcript discusses the strong expectations for the CPI and the potential for the Fed to act more aggressively than anticipated. It covers the Bank of England's concerns about inflation, the divergence in tech valuations, and the impact of the pandemic on different sectors. The discussion also touches on global reopening strategies and investment opportunities in Asian markets, particularly Hong Kong, amid restrictive COVID policies.

What are the implications of the Fed being more aggressive than the market is pricing in?

How did the benchmark revisions in the data affect the perception of the economy in 2021?

What factors are contributing to the inflation outlook in the UK according to the press conference?

What challenges are presented in picking winners from the losers in the current market environment?

What are the reasons for Hong Kong's market outperforming other global markets?