Topics discussed:
- History of The Daily Shot newsletter
- Lev's process for finding relevant info and scanning markets.
- Equity valuations and remaining opportunities.
- The reflation trade.
- Pros and cons of rising inflation from both a market and economic perspective. (level vs. speed)
- The Fed's strategy to get ahead of an inflation surprise.
- Implications for the credit market given high corporate bond issuance.
- Inflation outlook for Europe and Japan.
- Economic improvements in LatAm and other emerging markets.
- Benefits from export growth.
- Agriculture markets and other commodities starting the next up-cycle.
- The endgame for QE/MMT/gov debt binge.
- "Forced to continue fiscal expansion in light of massive debt and low yields, but becoming too reliant on this could hammer the economic recovery."
- Speculative environment in cryptocurrencies.
Subscribe to Lev's newsletter at www.thedailyshot.com
The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.
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