Sabita: I think there are pockets of technology that are definitely going to benefit. Our biggest worries are that the overspend during COVID could translate into weaker demand in the years to come. Tomás Perfumo is head of strategy at crack and he comes to us via Zoom in New York City. He's not just a crypto nerd; he went to the Stern School of Business.
Savita Subramanian, Head of US Equity & Quantitative Strategy at Bank of America, discusses raising her year-end price target on the S&P 500 and her bull case for stocks. Dan Ko, Senior Principal & Portfolio Manager at Eagle Point Credit Management, talks about defaults and downgrades in the leveraged loans space. Thomas Perfumo, Head of Strategy at Kraken, shares his thoughts on crypto investing and regulation. Elissa Sangster, CEO at Forte Foundation, looks at the MBA pay and promotions gap. And We Drive to the Close with Brian Frank, CIO at Frank Capital Partners.
Hosts: Matt Miller and Jess Menton. Producer: Paul Brennan.
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