About this episode
Michael Darda, MKM Holdings Chief Economist & Market Strategist, says it is wrong to assume that inflation problems would go away with with lower crude prices. David Herro, Harris Associates Chief Investment Officer for International Equities & Portfolio Manager, says Credit Suisse should be given a chance to turn things around. Jonathan Golub, Credit Suisse Securities Chief US Equity Strategist, says the level of concern in the market is much higher than the underlying backdrop. Ellen Wald, Atlantic Council Senior Fellow, says we've got a recipe for oil prices to keep rising. See omnystudio.com/listener for privacy information.