Das Family Office's Preiss: Overweight China & EM

The video discusses recent market trends, focusing on asset allocation strategies amid economic uncertainties. It highlights the potential for avoiding a recession, the impact of inflation, and the role of the Federal Reserve's policies. The discussion extends to US government bonds, global economic trends, and the de-dollarization movement. The video also explores market risks, potential Fed strategies, and the performance of emerging markets, emphasizing investment opportunities in quality stocks and the changing leadership in the stock market.

What is the view on the potential for a recession and rate cuts this year?

What lessons can be learned from last year's inflation narrative?

How might the bipartisan issue in Washington affect U.S. government bonds?

What are the implications of the U.S. dollar's decline for other asset classes?

What factors are contributing to the changing leadership in the stock market?