We’re in the midst of 2021’s first earnings season and two of our portfolio managers have dug themselves out of their avalanche of quarterly reports to give us the scoop. In this edition of The Adviser You Can Talk To Podcast, Steve Johnson and Charles Toole discuss the sectors that are surprising to the upside, why this tech-dominated market is not Dot-Com Bubble 2.0, when to worry about inflation, and much more.