Mashreq Capital's Kettlewell on U.S. Inflation

The transcript discusses inflation expectations, bond market reactions, and the potential impact of Biden's fiscal plans on growth and inflation. It also explores opportunities in the travel sector as the economy reopens and provides an analysis of cryptocurrencies, highlighting concerns about central banks' digital currencies and privacy issues.

What sectors are mentioned as having lagged growth in the past 12 months, and what is the outlook for these sectors?

What are the reasons provided for the skepticism towards cryptocurrencies?

How might the introduction of central bank digital currencies affect the demand for cryptocurrencies?