Yields Gain as Traders Absorb Biden's Spending Plan

The video discusses the start of Q2 and the importance of earnings season for equity investors. It highlights the lack of guidance during the pandemic and the potential for increased market visibility. The video analyzes market performance, shifts in leadership, and the role of quality and value stocks. It also explores how to identify companies with pricing power by examining operating and gross margins. Finally, it addresses the impact of government infrastructure spending and the resulting market volatility, emphasizing the importance of good management and pricing strategies.

What is the significance of the infrastructure plan mentioned in the text?

How do the expectations for consumer behavior change as the economy reopens?

What challenges do companies face in terms of supply chains post-pandemic?