Ep. 23: Market Update: The Fed, Inflation, and Russia-Ukraine War

Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss:

  • The Fed and what it means to move from quantitative easing and low interest rates to quantitative tightening and higher rates
  • Inflation running rampant and how Pallas Capital Advisors hedges this risk
  • Factors driving the equity markets
  • The impact the Russia-Ukraine war has had on global GDP, commodities, and supply chains

Listen now on Apple Podcasts and Spotify.

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