Navigating Inflation and Market Trends

This chapter delves into the complexities of inflation modeling and the evolving economic landscape, emphasizing the need for vigilance in monitoring key indicators. It examines the performance and strategy of the FCTE ETF, discussing stock selection based on quality and investment methodologies, while also addressing client concerns about market dynamics. The conversation touches on bond market trends, equity risk premiums, and concludes with a light-hearted segment sharing personal discoveries in books and music.