Markets Up, Sentiment Down? // The Great Inflation Debate // Globalization Ripple Effects - 7/12 (Hour 1)

(1:17) - Despite markets closing at all-time highs on Friday and stocks having a good year overall, many investors are still fearing the worst has yet to come. What variables are driving sentiment down?(14:40) - The great inflation debate rages on from every corner of markets. Is the inflation being seen now transitory or long-term? What role does the Fed have in all of it? Te guys run through what could influence both inflation and policy.(23:16) - Globalization has been evident since the 1970's, with many jobs being off-shored and many products being produced overseas rather than domestically. This in and of itself can being a major factor in determining levels of inflation.(34:20) - First hour stack roulette.