Episode Details

Brian Sullivan reveals the result of a Twitter poll on whether you believe the U.S. economy is headed for a recession this year or over the longer term. Svein Holsether, CEO of Yara International, discusses the driving factors behind higher prices for fertilizer, natural gas and in turn food, and whether it’s more of a supply or demand issue. Mark Yusko of Morgan Creek Asset Management discusses how the market sell-off is extending to all asset classes, and why he doubts the Fed will raise rates by 50 basis points in May. Plus, Degas Wright of Decatur Capital discusses the market slide and how to identify companies and stocks that have pricing power in an inflationary environment.