What if we're in a goldilocks market environment and the biggest risk to it is actually deflation? (not inflation)

As markets continue to recover nicely and global equities hit a new all-time high, we examine where things stand now.

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Chris Cherepuschak

Portfolio Manager

March 23, 2026

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Checking in with folks about a month after our last video as markets continue to recover nicely and global equities hit a new all-time high, we examine where things stand now in the markets and consider a possibility that would be very on-point with the theme of 2025 in general: That things are actually the exact opposite of what most people now think. 

Originally published: June 12, 2025