Cresset Capital: Fed underestimating Inflation Risk

The video discusses the Federal Reserve's approach to rate hikes and inflation, focusing on the dual issues of tightening the Fed funds rate and tapering bond purchases. It highlights the impact of rising housing prices and inflation on the economy, emphasizing the Fed's cautious strategy. The discussion extends to global central bank divergence, opportunities in emerging markets, and the risks associated with Chinese firms listed in the US. The video provides insights into market movements, the Fed's strategy, and the implications for investors.

What factors are expected to drive the next move in the markets according to the text?

How might the divergence in central bank actions affect the dollar?

What concerns are raised regarding Chinese listed firms in the US?