Quadratic Capital's Davis on Inflation, Fed

The video discusses inflation, focusing on the CPI index and its limitations. It covers the Federal Reserve's current stance on tapering and interest rates, and how the market is reacting. Various factors influencing inflation, such as shipping rates and fiscal spending, are explored. The video also delves into investment strategies, particularly the use of ETFs and the impact of current economic conditions on yields and portfolios.

Explain the potential impact of fiscal spending on inflation as mentioned in the text.

What challenges do central banks face in trying to stimulate inflation?

What is the significance of the difference between TIPS and nominal bonds?