Topic Timestamps
0:00 – 1:01: Introduction
1:01 – 1:15: Disclosures
1:15 – 4:25: Discussing the bond market sell-off with rest of the market
4:25 – 7:01: Discussion on the sell-off on the equity side
7:01 – 12:17: Inflation
12:17 – 16:01 : Rising Interest Rates and Valuation
16:01 – 20:25: Shifting sector weightings within S&P 500
20:25 – 22:54: Supply chain issues
22:54 – 25:38: Employment data and supply of labor
25:38 – 27:50: Thoughts on profit margins moving forward
27:50 – 34:25: Economic data and thoughts on a potential recession
34:25 – 36:45: Household balance sheets
36:45 – 41:45: Further discussion on stock valuations
41:45 – 45:45: Looking at past sell-offs and staying invested for the long-term
45:45 – 46:35: Closing