SGMC Capital CEO on Global Markets

The video discusses the Fed's interest rate policy, highlighting the market's disbelief in the Fed's commitment to keeping rates high. It explores the job market's slow response to rate changes and the potential risks of policy mistakes. The impact of the Treasury yield curve on equity markets, particularly the NASDAQ, is analyzed. Finally, the video examines China's investment potential, noting its favorable environment for investors compared to the US.

How might the inversion of the Treasury yield curve affect equity markets?

What changes in China's economic policy could make it more attractive to investors compared to the US?

In what ways have Chinese assets underperformed compared to Western counterparts, and what implications does this have?