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Show Notes
Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, says markets are overly optimistic on the labor market and monetary policy. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discusses school protocols for dealing with Covid outbreaks and the new normal of returning to work and school. Francisco Blanch, BofA Head of Global Commodities and Derivatives Research, remains constructive on commodities. Amy Wu Silverman, RBC Equity Derivatives Strategist, explains why the firm calls this the Ed Sheeran or Dave Matthews rally. Doug Kass, Seabreeze Partners President, details why he thinks ‘too many investors are underpricing risk.’
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