Hasan: All Hands on Deck to Curb Inflation

The video discusses the persistence of inflation due to globalization and its impact on asset management. It explores asset allocation strategies, emphasizing inflation-linked securities and emerging markets. The discussion includes market insights from Mohammed El Arian, focusing on extending duration in portfolios and the potential for a recession. The video concludes with a look at oil price divergences and their implications for the economy.

How do you interpret the current yield curve inversion in relation to potential recession?

What are the potential risks and benefits of investing in gold and oil during inflationary periods?

Discuss the divergence in oil price expectations among analysts and its implications.