Schutte: Northwestern Mutual

The video discusses financial strategies, emphasizing the importance of fixed income as a safety net while favoring equities due to strong economic growth and inflation trends. It highlights market crosscurrents, including inflation concerns and the impact of the delta variant, and suggests a shift towards value and cyclical investments. The discussion also covers the potential impact of supply-side responses and policy measures on future economic growth, suggesting a focus on productivity and higher growth rates.

What is the significance of productivity in the context of the current economic cycle?

In what ways might the Biden administration's infrastructure spending affect economic growth?