Citi's Kaiser Says Fed Hikes Haven't Hit US Economy Yet

The video discusses the interplay between growth, inflation, and the Federal Reserve's monetary policy. It highlights the challenges of timing the market and the concept of investable windows. The tech sector's current challenges, including valuation and cost-cutting, are explored. The potential risks associated with crypto and its impact on traditional markets are examined. Finally, the video delves into the broader economic impact of monetary policy, particularly on asset classes like real estate.

How does the Fed hope to manage inflation while dealing with growth weaknesses?

What indicators suggest that growth is going to slow down in the future?

What is the significance of the term 'investable window' in the context of economic growth?

What challenges do investors face when trying to time the market?

What are the potential risks associated with the current state of the tech market?

How do clients perceive the risks of investing in crypto compared to traditional asset classes?

In what ways has easy monetary policy affected different asset classes?