Nicholas Pardini, Founder and Chief Macro Strategist at Davos Macro Research joins us for a wide ranging interview focused on the big picture environment for markets. We discuss the broad bear market that has been with us this entire year and how inflation and Fed policy are key aspects of the weakness. We also look at the rise in the USD which ties into comments on the US economy and consumer.
Click here to follow along with Nick’s market comments on his YouTube channel.