This week Piers and I discuss the markets fixation on inflation and economic overheating and whether the recent moves in markets are cause for concern or simply short-termist in nature. We touch on correlations, FOMO and how the Fed is adopting the 'Ferber Method' in response to market volatility and give our thoughts on the UK lockdown roadmap announced this week by PM Boris Johnson. Hosted on Acast. See acast.com/privacy for more information.