Are we firmly in bubble territory when it comes to a wide range of assets... pretty much anything, really? Yes. In fact, answering this question represents one of the simplest things to do in economics today. When it comes to any metric in the realm of common sense, it is anything but difficult to reach precisely this conclusion, regardless of ideology or anything else.

But how did we get here?

How are events likely to unfold?

This is where things get multiple orders of magnitude more complex. With consensus being light years away even when it comes to even seemingly simple questions such as the "inflation or deflation" one.

Through this video, I have done my best to provide clarity with respect to the hottest topic today. I wish I could state that I have it all figured out and all answers are within reach. But a liar, I am not. What I can promise is that in the pursuit of answers, I will do my best to put as unbiased of a perspective on the table as possible. And, of course, admit that there are some things (many, in fact) I simply do not know :)