Capital Link's McGonegal on U.S.-China Relations

The transcript discusses the current state of US equity markets, highlighting high valuations and the potential need for asset allocation towards China. It touches on the US-China trade relationship, suggesting that the situation is not as dire as headlines suggest. The conversation shifts to inflation, with concerns about its transitory nature and the impact of supply chain issues. Finally, the transcript explores the role of Bitcoin and other cryptocurrencies in investment portfolios, noting their volatility and potential for growth.

In what ways does the speaker believe the current market sentiment is influenced by global events?

What are the potential risks mentioned regarding the Fed's approach to inflation?

What does the speaker suggest about the volatility of Bitcoin and its role in investment portfolios?