Lemand: Fed Fast on Rates, Slow On QT

The video discusses the Federal Reserve's actions on interest rates and balance sheets, highlighting the need for more aggressive quantitative tightening (QT) to combat inflation. It examines the European energy crisis and its potential impact on the economy, including asset pricing and currency risks. The discussion also covers investment strategies, focusing on safe bets like the US dollar and Swiss franc, and the potential for intervention in the dollar-yen market.

What measures are being taken in Switzerland regarding energy consumption?

What is the speaker's view on the future of the euro against the dollar?

What investment strategies does the speaker suggest in light of the current economic situation?