What's the bond market really pricing?

The video discusses the current economic landscape, focusing on market trends, inflation, and potential recession indicators. It highlights the impact of geopolitical events, such as the Russia-Ukraine conflict and China's COVID policy, on global markets. The discussion includes investment strategies, the role of the Federal Reserve, and the potential for systemic economic risks.

What strategies are suggested for managing investment portfolios in a tightening market?

How does the speaker view the current state of the equity market?

What are the potential systemic risks mentioned in the conversation?