About this episode
Mike Wilson, Morgan Stanley Chief U.S. Equities Strategist, warns of margin degradation into 2022. Esther Duflo, Nobel Prize winning Economist and Massachusetts Institute of Technology Professor, discusses her studies about poverty in the global economy. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, says markets are already pricing in fiscal stimulus. Doug Kass, Seabreeze Partners President, details his outlook and explains why he thinks “we are at the fork in the investment road.” Greg Valliere, AGF Investments Chief U.S. Policy Strategist, expects a ferocious fight in the fall over the second infrastructure bill. See omnystudio.com/listener for privacy information.