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Show Notes
Michelle Meyer, BofA Securities Head of U.S. Economics, sees the U.S. economy continuing to grow well above trend after the expected peak in the second quarter. Troy Gayeski, SkyBridge Partner and Senior Portfolio Manager, says value plays still have legs. Vincent Reinhart, Mellon Chief Economist and Macro Strategist, says needs to walk a fine line in his testimony to Congress this week. Dr. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discusses risks around the Covid-19 delta variant and the urgency to vaccinate more people.
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