The Global Pandemic and the Fed Pivot?

I think the big one is inflation. And i'm watching very closely what's happening here, based on the response to the pandemic. The good news is we've made a lot of progress. We are going to see higher rates. We definitely have inflation. It's real, and it's in the economy. People have forgotten how much low rates, free money, you know, all this affects asset prices. Evn wou've got to be a good student of history.It's not different this time."