US monetary policy is tightening, sending the greenback higher. This should ease US inflation even as it squeezes the costs of living and doing business for foreign markets.

This month, David, Will and Craig discuss managing a portfolio in a bear market and avoiding the pitfalls of emotional decisions, their love/hate relationship with the hamster wheel of earnings season, and why – despite attracting the attention of a rather eccentric billionaire – pure play social media companies have never really turned their heads.

Central banks, squarely behind the curve, are preparing to raise rates swiftly. Inflation should be peaking, yet a European oil embargo is becoming more likely.