What Is Driving Investor Sentiment?

The video discusses the increasing unpredictability in markets and the importance of diversification in investments. It emphasizes the need for flexibility in investment strategies due to current market conditions, including low yields and volatility. The discussion covers the Federal Reserve's impact on market expectations and explores opportunities in bonds, equities, and commodities. The video concludes with an assessment of the economic outlook and the low probability of a recession, highlighting the robust job market and consumer spending.

What is the speaker's view on the probability of a recession in the near term?

What factors does the speaker mention that contribute to consumer spending?