TPW Advisory Founder Gives Outlook on Markets

The video discusses the current state of global markets, focusing on peak earnings, economic growth, and the impact of the Delta variant. It highlights the IMF's concerns about economic divergence between advanced and emerging markets. The discussion also covers the tech market's pricing, interest rates, and China's market correction. The video emphasizes the potential for synchronized global expansion and the challenges faced by emerging markets.

How is the vaccination rollout expected to influence global economic recovery?

What are the implications of the recent corrections in the Chinese market for global investors?

In what ways might the rules of the road in China affect investor sentiment?