Kelly talks to Stan Majcher, Mid-Cap Value Portfolio Manager at Hotchkis & Wiley. They cover the Biden administration’s plans to lower oil prices, the structural issues in the energy industry, big oil’s spending issues, and where to invest.

Fed Chair Jay Powell triggering a sell-off after he said the QE taper timeline could accelerate and that inflation is no longer ‘transitory.’ We dig into what it means for the equity and bond markets…and where to find opportunities. Consumer Confidence hit a low not seen since February as inflation continues to weigh…Conference Board CEO Steve Odland digs into what it means for retailers and the labor market. And Apple was a rare bright spot, Needham’s Laura Martin reveals why she’s staying bullish on the tech giant despite the tech wreck.