Lemand: On Sidelines For US Stocks

The transcript discusses the frustration with policymakers' credibility, particularly regarding inflation predictions. It covers investment strategies, focusing on U.S. stocks, Japanese and Brazilian markets, and the role of cryptocurrencies and gold in portfolios. The speaker emphasizes relying on their own data and insights over policymakers' guidance.

In what ways does the speaker suggest relying on data for investment decisions?

What are the implications of the current economic conditions on investment strategies according to the speaker?

How does the speaker view the role of gold in their investment portfolio?