Mike Pyle, Chief Economic Advisor to Vice President Kamala Harris, discusses the White House's plan to expand the production capacity of the economy. Jim Zelter, Apollo Asset Management Co-President, doesn't think the credit market is rolling over right. Mark Cabana, Bank of America Head of U.S. Rates Strategy, says the yield curve may be inverted by the end of the year. Tina Fordham, Avonhurst Head of Global Political Strategy, expects tensions with Russia to ratchet up over the next eight days of military exercises.

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