Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says the biggest systemic risk is that markets have already priced in the Goldilocks scenario. Michael Collins, PGIM Fixed Income Senior Portfolio Manager, is seeing a war between growth and inflation. Nicolai Tangen, Norway Sovereign Wealth Fund CEO, says he is still upbeat on big tech. Mike Darda, MKM Partners Chief Economist & Macro Strategist, doesn't think the recent easing of financial conditions means the Fed needs to be a whole lot more aggressive. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Lucid Motors Chairman Andrew Liveris. See omnystudio.com/listener for privacy information.