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Jun 9, 2021

Kathy Bostjancic, chief US financial economist, says the current recovery 'is what we've been waiting for' and is a story of spending and pent-up demand tempered by a global supply shortage that is generating inflation and symbolizes the bumps in the road that should temper  consumers' enthusiasm. Bostjancic notes that getting supply and demand rebalanced could take a year or more, with the meantime being when inflation and interest rates could grow into a significant problem. Also on the show, Noland Langford of Left Brain Investment Research talks reopening plays, noting that 'The truth-teller will be the earnings and what the revenues have done a quarter or two past this,' portfolio manager Nate Velarde of  Chautauqua Capital Management discusses the areas where he thinks investors can develop long-term investment convictions now, and Aliza Vigderman of covers a new survey showing that more than 20 percent of Americans experience identity theft in the aftermath of a relationship breaking up.