Image Source: Pexels

These are topics (growth and inflation outlook, stocks vs bonds) I have been talking about to clients for some time now, but as noted on Twitter I wanted to share some of these charts given some of the confusion out there.

This is a unique period in history in many respects, and a lot of the forces set in motion during 2020 are now coming to their logical conclusion…

Video Length: 00:37:43