Are we approaching the final stages of this bull market if bull’s key thesis is higher inflation, and yet, higher runaway inflation is market’s biggest fear? The Fed appears trapped now, acknowledging even encouraging inflation while trying to convince market they won’t tighten into inflation. Bond market thinks otherwise as it continues to sell off. Where are the hedges should indices really pick up to the downside?

Jonathan @vigtecofficial and Samantha discuss what all this means for risk equities.