Market Pullback 'Par for the Course,' Quadratic CIO Says

The transcript discusses the current state of the US economy, focusing on market pricing, growth expectations, and potential risks like stagflation. It highlights concerns about consumer strength, labor costs, and supply chain issues. The discussion also covers investor strategies for diversification and inflation protection, emphasizing the importance of non-correlated assets.

In what ways do investors seek to diversify their portfolios according to the speaker?

What does the speaker mean by saying 'inflation is that thief in the night'?