About this episode
Margaret Patel, Wells Fargo Asset Management Senior Portfolio Manager, discuses the factors behind a quiet bond market, expecting modest but widespread gains for equities, and pricing for the riskiest parts of the market. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says prepare for stronger growth and higher rates. Dan Yergin, IHS Markit Vice Chairman and Author of “The New Map: Energy Climate and the Clash of Nations," examines energy and geopolitics amid the global pandemic and rising U.S.-China tensions. Admiral James Stavridis, Bloomberg Opinion Columnist, Former Supreme Allied Commander of NATO, and Author of "2034: A Novel of the Next World War," discusses the submarine deal between Australia and the Biden administration – and China’s reaction. See omnystudio.com/listener for privacy information.