Pimco's Worah Sees an Opportunity in Low Volatility

The video discusses market reactions post-election, highlighting the rise in equity markets and the dollar, and the surprising lack of volatility. It explores investment opportunities in low volatility environments, particularly through the VIX. The discussion shifts to the Fed's influence on market dynamics and the transition from monetary to fiscal policy, with a focus on global markets. The video concludes with an analysis of economic growth's impact on market volatility and inflation, emphasizing the underpricing of volatility and potential geopolitical risks.

What are the potential consequences of the current economic policies mentioned in the text?

How does the speaker view the transition from monetary policy to fiscal policy?

What does the speaker imply about the market's pricing of inflation risks?