I think recession is the most likely outcome. The biggest beneficiaries from a generous Fed, as I've been saying for the last 10 plus years, are the companies that need it the most. There's value in tech though. Some of the software names that do produce stable cash flows are potentially being undervalued today.
Bloomberg News Senior Reporter for International Affairs Marc Champion discusses his Bloomberg The Big Take story Ukrainians Are Crowdfunding Their Defense From Drones to Mortar. Ed Price, Principal at Ergo, shares his thoughts on global geopolitical tensions. Bloomberg Businessweek Features Writer Ashlee Vance talks about a startup named Machina Labs that is using robots to make metal components for manufacturers. And we Drive to the Close with Bryant VanCronkhite, Portfolio Manager at Allspring Global Investments.
Hosts: Carol Massar and Madison Mills. Producer: Paul Brennan.
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