Amberwave Partners' Katz on Markets, Inflation

The video discusses historical and current inflation trends, highlighting the time it takes for inflation to decrease and the factors contributing to its persistence, such as housing and wages. It examines market volatility influenced by Federal Reserve policies and geopolitical tensions. The video also explores investment strategies focusing on companies less exposed to international risks and those with strong labor practices.

What does the speaker suggest about the market's expectations for the Federal Reserve's actions in 2023?

What are the geopolitical factors mentioned that could lead to increased market volatility?

How does the speaker view the relationship between labor shortages and company performance?