With non-bank financial institutions holding the largest share of the globe’s financial assets – exceeding that of banks, central banks, and other entities – systemic risk may be building as the Federal Reserve continues to withdraw liquidity. And, because so much leverage exists outside the banking sector, many investors believe the Fed may be nearing the end of its tightening cycle and will pivot in the not-too-distant future. Lee Robinson, the founder and chief investment officer of Altana Wealth, disagrees with this scenario. He sees a resolute Fed intent on taming inflation. So, what’s an investor to do? “Be patient,” Lee tells Ocean Wall CEO Nick Lawson. As tempting as it is to keep dry powder during turbulent times, Lee and Nick identify exciting investment ideas, encouraging investors to not “lock your money out for too long and be ready to go for these opportunities.” Recorded on October 11, 2022.