Investors are expecting the earnings recovery to offset the “quadrilemma,” and we expect they will be disappointed, notes Barry Knapp. He highlights that he’s not arguing for a major earnings disappointment, but rather they won’t come fast and furious enough. He also discusses the Fed’s inflation fight and the inflation outlook for 2024. He talks about how despite a pullback to start 2024, the volatility and volatility of volatility indices remain at below average levels. Tune in to find out more about the stock market today.