In this week's episode, KBRA Chief Strategist Van Hesser discusses:

1. Risks. There is no shortage of things on this list, but we’ll highlight the ones that we are paying close attention to.
2. The jobs report. Our focal point remains more on growth in the labor force and less on the unemployment rate.
3. Supply chains are broken and driving the inflation narrative, right? The latest data shows the predictable correction is happening.