FS Chiron Funds CIO Ryan Caldwell, FS Investments Chief Economist Lara Rhame, and special guests sit down in Kansas City to talk about the unique backdrop leading us into 2022. They reflect on the dominant feature of 2021 (you guessed it: inflation), fed policy, potential domino effects in Europe and elsewhere internationally, and the balancing of multiple cycle-clocks. A year ahead that feels this different, requires a different, vigilant approach, and this conversation kicks off what the team intends to be a research-forward quarter with many updates to come.

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