Episode Details

The World Economic Forum has returned to Davos, Switzerland for the first time since the pandemic – and at the top of the list of discussion topics are COVID-19 and the War in Ukraine. S&P Global Vice Chairman Dan Yergin joins us to discuss the implications the war has for global energy security and geopolitics. Plus, as the S&P 500 approaches bear market territory, investors are looking to the Fed to see if it can stabilize inflation. But is a recession the only solution? Steven Wieting of Citi Private Bank gives us his take on whether economic fundamentals justify the recent sell-off. And, a new report from Credit Suisse lists 50 stocks that will likely benefit from a strong U.S. dollar, including Home Depot, Target, and Netflix. Patrick Palfrey, co-author of the report, dives deeper into his equity strategy ahead of the trading day.