Markets Live: Top Investment Risks, Reaction to Powell and Biden

The transcript covers market reactions to the Fed's commentary, highlighting the market's search for dovish signals despite hawkish undertones. It also discusses the State of the Union address, focusing on political themes and potential market impacts, such as deficit reduction and supply chain strategies. Finally, it explores investment risks, including recession and climate risks, and the interaction of Fed and fiscal policies in a post-pandemic world.

What are the potential risks mentioned regarding the investment universe?

What structural problems are anticipated in the post-pandemic world?