Peak Prosperity Is This the Covid-Like Calm Before the Storm?
17 snips
Mar 28, 2026 
Paul Kiker, wealth manager and president of Kiker Wealth Management, outlines disciplined, price-driven investment and risk-management principles. Conversation touches on market complacency amid geopolitical conflict, import-driven inflation pressures, energy and supply-chain vulnerabilities, and why defensive positioning and liquidity planning matter now.
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Just-In-Time Supply Chains Magnify Shocks
- Just-in-time inventory and low global reserves make supply shocks immediate and severe.
- Russia blocking fertilizer exports until planting season and disrupted logistics will reduce harvests and increase food inflation.
Fed Is Cornered Between Inflation And Rising Rates
- The Fed faces a policy trap: battling inflation while preventing a spike in interest rates and supporting Treasury demand.
- Gulf petrodollar buyers may reduce Treasury purchases, pressuring rates higher as deficits grow.
Yuan Moves Could Export Inflation To US
- Currency moves by China could export inflation into the U.S. if yuan strengthening raises Chinese export prices.
- A modest yuan reference-rate shift can reduce U.S. dollar purchasing power for imports, feeding domestic inflation.