Kassam: Rate Hike Expectations Are Overdone

The video discusses the overestimation of rate hike expectations, particularly in the US, and the potential for the Fed to adjust its approach due to slowing growth and inflation. It also examines the impact of geopolitical tensions, such as Russia's actions, on the equity market, highlighting the resilience of US stocks. Additionally, it explores consumer spending trends and the risk of a wage-price spiral, emphasizing the importance of investing in companies that can manage cost increases.

How does the speaker describe the impact of geopolitical events on the equity market?

What concerns does the speaker express regarding the potential wage-price spiral?

What is the speaker's view on the cash reserves of institutional investors?