About this episode
Michael Shaoul, Marketfield Asset Management CEO, assesses inflationary pressures from rising energy prices. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says earnings season is going to give us a really good clue of where we’re going on some of these supply issues. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, examines inflation, stagflation, and growth expectations as he urges investors to take a broad view of economic metrics. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, discusses the permanent changes Covid-19 has made in hospitals, the use of antibiotics, and defining the long-term effects of Covid-19. See omnystudio.com/listener for privacy information.