Markets Pulled Between Growth, Policy, Tsao Family Office's Goh Says

The video discusses the main drivers of markets in 2021, focusing on policy impacts, inflation risks, and fiscal policy. It explores the concept of 'free money' and its economic implications, drawing parallels with the Japanese experience. The discussion extends to yield curves, debt management, and opportunities in the bond market. Geopolitical factors, particularly the dynamics between China, the US, and Europe, are analyzed using game theory to understand investment strategies.

How does the speaker describe the potential risks associated with high market valuations?

What is the speaker's view on the current state of credit markets compared to equities?

What does the speaker imply about the future of the dollar in relation to inflation expectations?