Risk-Free Assets Displaying Signs of Chaos: Dean Curnutt

The video discusses the volatility in financial markets, focusing on the VIX and the concept of risk-free assets. It highlights the impact of inflation as a creeping default and analyzes a recent market drawdown. The discussion extends to the VIX levels and market expectations, emphasizing the role of meme stocks. The video concludes with the impact of inflation data on market uncertainty and the Fed's approach to inflation.

What does the speaker suggest about the current state of financial markets and their fundamentals?

In what ways does the speaker believe the Fed's approach to fighting inflation has changed?