Aviva's Schmidt: Fear of Inflation is Winning This Week

The video discusses market concerns about tapering and inflation, highlighting the impact on earnings from companies like Target and Walmart. It explores investment opportunities amid market volatility, emphasizing the value in stocks during dips. The discussion includes strategies for inflation hedging, particularly in the healthcare sector, and analyzes market expectations and economic recovery, noting that while expectations have been priced in, there is still room for appreciation due to low interest rates.

What are the concerns mentioned regarding tapering and inflation?

How has the market reacted to the comments in the Fed minutes?

What is the significance of the earnings season mentioned in the text?

What sectors should investors consider for inflation hedging according to the discussion?

What are the expectations for the economic recovery and its impact on the market?