Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join the podcast to address valuation worries and why overall market price-to-earnings (P/E) ratios have been steady due to strong earnings growth. The strategists also discuss what retail sales, jobs reports, and other indicators are saying about the health of the U.S. economy. Finally, they weigh in on what higher inflation means for investors and their outlook for lingering supply chain disruptions.
