Replay of Market Update 21Q4
This Quarterly Market Update was recorded on January 19th with Jason Ranallo and Ezra Firkins. A shortened 6-minute recap video is available here, along with the full-length 42-minute version for those wanting further context. Note: Q&A interactivity is unavailable on replay. Contact us directly with questions and comments.
Chapter Headings (recap version)
0:00 - Market Performance 2021
0:22 - Concentrations & Earnings
1:50 - Small & Value vs Large Core Companies
2:29 - U.S. Treasury and the Flatting Yield Curve
2:54 - Inflation, CPI, & Rate of Change
4:49 - Is that a Gondola?
5:29 - Volatility in Digital Assets
5:52 - Regulatory (Vector)
Full Length Version ⬇️
V22018859