Yield Curve Is a Better Measure of Inflation: Quadratic's Davis

The video discusses the resilience of equity markets, the role of interest rates, and the gap between Main Street and Wall Street. It explores concerns about inflation and the impact of stimulus, differentiating between inflation and reflation. The discussion also covers the Federal Reserve's messaging and market expectations regarding interest rates and economic recovery.

What is the significance of the gap between Main Street and Wall Street as discussed in the text?

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How do the speakers view the role of the Federal Reserve in managing inflation expectations?

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What alternative measures of inflation do the speakers suggest beyond traditional indices?

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