Goh: Take More Selective Bets In AxJ, China & UK Stocks

The video discusses the unusual spread between the MOVE and VIX indices, indicating elevated volatility due to active Fed policies. It highlights the bond market's signals of growth concerns and changing Fed expectations. Investment advice suggests considering bonds due to rising recession risks. The video also explores commodities as a hedge against inflation, with a focus on oil prices and structural underinvestment.

What investment advice is given regarding bonds in the context of rising recession risks?

How does the text describe the relationship between inflation and commodity prices?

What factors contribute to the volatility in oil prices as mentioned in the text?