Mashreq Capital's Kettlewell on Ukraine, Fed

The video discusses the potential for market risks due to geopolitical tensions, particularly between Ukraine and Russia, and the impact of the Fed's rate hikes on equities and bonds. It explores the rationale behind investing in Ukrainian debt, emphasizing Western financial support. The discussion shifts to cash as a viable investment option amidst rising interest rates. The video also analyzes the Fed's rate hike strategy, its economic implications, and projections for inflation and bond market trends.

What factors are contributing to the potential for a bear market in equities?

Why is the speaker confident in the support for Ukraine amidst the conflict?

What is the significance of cash becoming an investable asset according to the speaker?

What are the implications of the Fed's rate hike cycle on cash and other assets?

What are the key indicators that the speaker is monitoring to assess market conditions?

How does the speaker view the potential for inflation to roll over in the coming year?

What does the speaker suggest about the future of bond yields?