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Show Notes
Glenn Hubbard, Columbia Professor of Economics & Former Chairman of the Council of Economic Advisers, says Biden's tax plan leans against investment. David Kelly, JPMorgan Asset Management Chief Global Strategist, says there is clearly inflation right now. Henrietta Treyz, Veda Partners Director of Economic Policy, expects Biden's tax bill to be slashed by half. Pierre Ferragu, New Street Research Head of Technology Infrastructure, says we are going to hear about chip supply issues for the next couple of years. Joe Feldman, Telsey Advisory Group Senior Managing Director and Assistant Director of Research, says Amazon is in a new phase of growth.
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