Past Peak Hawkishness (guest: Barry Knapp)
The Market Huddle
00:00
What Is the Pandemic and How Will It Affect the Market?
"I thought thathe pandemic was two things. I thought it was an inflationary shock, but i also thought it was a positive productivity shock," he says. "It's its happening across the board,. It is some more an others." The market rally has been fueled in part by excessive goods purchases last year nows and services demand this year.
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Transcript
