Powell's Speech Made Me Even More Frightened: Sri Kumar

The transcript discusses concerns about the Federal Reserve's policy, particularly regarding inflation and bond market reactions. It highlights the complacency of the bond market in response to Fed Chairman Jay Powell's stance on inflation being transitory. The discussion also covers how emerging markets like Chile and Russia are addressing inflation through interest rate hikes. Additionally, the transcript explores the challenges of valuing Chinese companies due to increased regulatory risks and the unpredictability of government actions.

What concerns does the speaker express regarding the Federal Reserve's policies?

How does the speaker perceive the bond market's reaction to inflation?

What historical examples does the speaker provide to illustrate the Fed's limitations?

What is the speaker's view on the independence of central banks in emerging markets compared to the United States?

What challenges does the speaker identify regarding investment in Chinese companies?

How does the speaker describe the impact of government policies on the education sector in China?

What recommendations does the speaker give for evaluating companies in light of increased risks?