Invest in Asia Outside of China says RockCreek's Beschloss

The video discusses the market's reaction to COVID-19, particularly the Omicron variant, and inflation concerns. It explores the Federal Reserve's role in managing inflation and employment, highlighting potential changes in interest rates and tapering. The impact of inflation on investment strategies is analyzed, with a focus on wage growth and supply chain issues. Finally, global economic disparities are examined, identifying investment opportunities in regions like Southeast Asia and Europe.

How does the speaker differentiate between wage growth at different income levels?

What are the expected trends in inflation rates according to the speaker?

What are the geopolitical factors affecting inflation in different regions as discussed?