The broken semiconductor supply chain, the dominance of Taiwanese chip manufacturing, challenges facing the U.S. automotive industry, and plans for more U.S. manufacturing. Guest: Shalini Viswanathan, senior credit research analyst for Pacific Asset Management who covers technology.
Will the rise of inflation be transitory? Plus, Fed tapering and interest rates, market trends, and the outlook for fixed-income.
An in-depth discussion with Evercore ISI analyst Umer Raffat on the Delta variant, other looming variants, vaccine updates, and current expectations for dealing with the pandemic. Umer heads Evercore ISI’s large-cap therapeutics research and was inducted in 2020 to the Institutional Investor’s All-America Research Team Hall of Fame.
Market action in July, expectations for Fed tapering, and the effect of the delta variant on the economy.
Co-author Sujeet Indap discusses his new book, “The Caesars Palace Coup,” which details the epic 2015 billionaire bankruptcy brawl over Caesars Entertainment that pitted legendary private-equity firms against some of the world’s most famous hedge-fund shops.
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