Earnings Success Sustainable? // Inflation & The Breakeven Rate // Fed To Blame for Home Prices? - 8/2 (Hour 1)

(1:32) - After a lower day on Friday, markets opened hovering around all-time highs as a strong earnings season continues. How much more room to run is there for markets, and is the level of earnings success we are seeing really sustainable?(12:16) - Inflation is still running high, but do investors see it coming to an end sooner than later? The guys discuss how the breakeven rate is used to measure investor sentiment on inflation, and why it is an imperfect tool.(25:19) - While the number of homes is beginning to slowly tick up, home prices are still rising. Is the Fed and the current artificially low interest rates to blame for the wild and expensive housing market?(37:10) - Square has agreed to acquire Afterpay, a company that provides consumers options to pay for goods in the form of payment plans. Square purchased Afterpay for $29 billion in an all stock deal.