Energy & Materials Sector // AT&T Deal with WarnerMedia & Discovery // Supply Shortage - 5/17 (Hour 1)

(4:45) - Taking a look at energy and materials and what trends we are seeing in that sector right now. What effects are the Biden Administrations policies having?(14:44) - It's a true Merger Monday: AT&T will be combining WarnerMedia with Discovery to create a separate business in a deal valued at $43 billion.(25:19) - Diving deeper into the merger deal and wondering what exactly AT&T is thinking by spinning off a new business.(34:02) - It's not just semiconductors that are in short supply. The guys run through various industries that are seeing a lack of necessary goods and materials.