CNBC's "Fast Money" cover image

Markets Close at Records, but Are Investors Ignoring the Risks to the Reopening?

CNBC's "Fast Money"

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What Do You Think About the Ten Year and the Word Transitory?

I'm ultimately optimistic about all this, malissa. I just don't think anybody has the right metric to bench mark the reopening of a pandemic against im. One of the things i have been, noti going to say, most surprised about is that the inflation problem did not matter tremendously to companies. And what we did as we chronicled almost every comment, together with robert hum and nicholas wells on the cnbc data team, and we looked at how those companies did. They largely did well. So you could have predicted this inflation, but i'm not sure you would have made money betting against companies in that regard.

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