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Oct 11, 2021

Michael Kelly, global head of multi-asset at PineBridge Investments, says that the global economic recovery has changed its shape -- going from the V-recovery that many people hoped for -- to something more gradual but longer-lasting, largely following the path of vaccination around the world. Kelly also discusses how he is responding to the challenges of a low-yield/rising-inflation fixed-income market. Also on the show, David Trainer of New Constructs identifies five companies that he expects to have big misses in the upcoming earnings season, Doug Milnes, head of data analysis at, discusses some of the dichotomies between consumer optimism and behavior, and top-down investor/trader Leon Wilfan talks stocks in the Market Call.