Season 04 Episode 05                                          26:35 The last few months have seen a swift and significant recalibration in markets.  Inflation looks to be higher and stickier than previously assumed, with The Fed shifting more hawkish.  In this episode, Dr. David Kelly is joined by Phil Camporeale, Portfolio Manager on the Multi-Asset Solutions group at J.P. Morgan Asset Management, to discuss asset allocation in an environment with higher uncertainty on interest rates and inflation.