Kelly talks to Natalliance Head of International Fixed Income, Andrew Brenner. They cover the main issues markets could face as the Fed begins to taper bond purchases, and discuss how much Wall Street has changed in recent years--in ways that could complicate the Fed's efforts. Andy also talks about whether he thinks Wall Street is still a good career for young people, and which industries look more promising over the next decade.

Austria implementing a lockdown amid rising covid cases spooking overseas markets and reopening stocks, including the airlines and Boeing, here at home. This as the WSJ reports the company is slowing down 787 Dreamliner manufacturing…but one trader is sticking by the stock. He tells us why. Policymakers learned a lot from the Great Recession, but Neil Irwin, Senior Economics Correspondent at the New York Times, says they’re misguided in applying them to the economic fallout from the pandemic. Plus, Cowen naming their topic retail picks ahead of the key holiday season—why department stores, sporting goods and yoga pants should be in your stocking this year.