A discussion about inflation and interest rates…Also a bit on one of my favorite talks, why bonds aren’t smarter than stocks!

https://rumble.com/vssp74-market-update-1.17.2022.html

https://rumble.com/vsjjuh-money-huddle-segment-on-newsmax.html

• Using the Overton Window and Occam’s Razor to help investors look at how Covid and inflation will impact the market in 2022.
• Why IWM could outperform SPY after lagging by 13.5% in 2021.
• Looking at energy prices as the main driver of inflation and why they look set to stay elevated.
• How global quantitative easing is keeping inflation from showing up in the bond market.

Published on Seeking Alpha

https://seekingalpha.com/article/4477590-stock-market-covid-inflation-impact-2022