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00:00 - Intro
03:03 - Introduction to Bilal Hafeez
07:51 - How does the community respond to the current environment?
10:43 - FED Funds & the economic outlook of the next 6-12 months
23:17 - An inflation story
29:39 - Demographics - Is it inflationary or dis-inflationary?
35:20 - What is next for asset allocation
44:03 - Should we worry about the sanctions against Russia?
51:58 - Lessons learned from previous crises
55:16 - Bilal’s research process and approach
01:02:36 - Book recommendations
01:06:01 - Key takeaways from Niels