Matthews: QT Only Partly Priced In

The video discusses the potential for the Fed to control inflation and the likelihood of a mild recession. It examines market pressures, volatility, and potential stress in credit and housing. The discussion includes asset bottoming, market trends, and investment strategies, highlighting safe havens like gold and Switzerland. The video also explores the performance of Canada and Australia compared to the US, suggesting a shift away from technology leadership.

What investment strategies does the speaker recommend in the current market conditions?

What does the speaker believe about the performance of Canada and Australia compared to the US?

What is the speaker's perspective on the future of commodity prices?