Inflation is transitory, he says. But when you have a ager war and there's been all this stimulus from defense spending and money printing, you get a spike in inflation. The supply chain interruption to me, looks like the retooling that occurred at the end of the second world war. And so i've gone back and i've studied wars, and when you get what there is an interesting corollary.
Julian Salisbury, Global Head of Goldman Sachs Asset Management, shares his thoughts on the markets and investing. Scott Minerd, Global CIO at Guggenheim, discusses market headwinds and bubbles. Former Labor and Transportation Secretary Elaine Chao talks about infrastructure and job creation.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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