What Should U.S. Companies Do With Their Cash Piles?

The transcript discusses economic trends, focusing on weak investment and strong consumption. It highlights tech companies' cash reserves and debt, and the potential economic impacts of the upcoming election. The discussion also covers policy changes, market volatility, and the likelihood of tax reform under different administrations.

What concerns does the Fed have regarding equity investors?

How has investment behavior changed since the crisis according to the text?

What is the significance of the Moody's report mentioned in the text?

What are the potential implications of a Clinton administration on financial markets?

What factors could lead to increased volatility in financial markets under a Trump administration?