Do We Have Anything to Fear From QE Exit?

The video discusses the role and performance of hedge funds, highlighting their competitive returns over the long term despite recent market corrections. It examines CalPERS' decision to exit hedge funds due to high fees and the need for significant scaling. The discussion also covers market corrections, the impact of quantitative easing, and future economic predictions, including potential Fed rate hikes. The video concludes with an analysis of the US economy's progress and the implications of a strong dollar on exports.

What are the reasons mentioned for investing in hedge funds despite negative news?

How did CalPERS articulate their decision to leave hedge funds?

What changes in fee structures for hedge funds have been observed since 2011?

What factors are influencing the outlook for bonds compared to equities?

What is the expected timeline for potential Fed rate hikes according to the discussion?