Optimal Capital Advisors on US Markets

The video discusses current market trends, emphasizing the need for defensive strategies due to rising risks, tightening lending conditions, and potential Fed rate hikes. It highlights liquidity issues, credit risks, and the impact of Fed policies on the market. The video also explores hedging strategies and market indicators like gold and the US dollar as safe havens.

How does the speaker describe the current state of credit risk in the system?

What does the speaker indicate about the relationship between gold and real rates?

What potential future actions does the speaker foresee for the Fed?