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.
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