Infrastructure Investment, Toll Road Bonds, and Layoffs at John Deere

Legendary economist John Taylor joins the show to weigh in on how the Federal Reserve should grapple with the glut of government debt that seems to be pushing yields higher. Plus, with stocks stalling and yields at multi-year highs, is the bond market the place to be buying right now? We’ll debate. And Klaviyo’s debut could be an opportunity to invest in the DTC space… one analyst joins us to make his case.