Unlike most declines, stocks and bonds have been sinking together so far this year. Rising inflation and a hawkish U.S. Federal Reserve are providing little comfort to investors. And yet ETFs continue to see massive flows.

Eric and Joel speak with Gina Martin Adams, chief equity analyst at Bloomberg Intelligence, as well as Jon Maier, chief investment officer of Global X ETFs, about the search for the bottom, the odds of a recession, Fed policy, trending ETFs, Twitter’s love of the word “capitulation” and more.