UBP's Jolidon: We're Not Going Back to the 1970's

The video discusses the recent market reactions, particularly the rise in treasury yields, and the potential for future volatility. It explores the implications of economic growth on investment strategies, contrasting current dynamics with those of the 1970s. The discussion includes insights on fixed income and equity investments, highlighting the risks and opportunities in a low interest rate environment. The video also emphasizes the importance of strategic investment in tech and logistics sectors, focusing on sustainable value creation.

What challenges does the speaker identify regarding the exit from the pandemic?

How does the speaker differentiate between cyclical and value investments?

What role do semiconductor companies play in the current economic landscape according to the speaker?