Ed Elson

John, I guess I'll start with you.

I have to wrap it up here, but Rob, any closing thoughts before we go?

100% agree.

Robert Armstrong, commentator for the Financial Times and author of the Unhedged newsletter.

John Mowry, chief investment officer of NFJ Investment Group.

Rob and John, thank you both very much.

Appreciate it.

Okay, that's it for today.

We appreciate you joining us for another Profiteer Markets panel.

If you have a guest you think we should speak to on this topic or any other, please drop us a line in the comments or email our producer Claire at markets at profiteermedia.com.

We hope to hear from you.

This episode was produced by Claire Miller and Alison Weiss, edited by Joel Patterson and engineered by Benjamin Spencer.

Our video editor is Brad Williams.

Our research team is Dan Shallan, Isabella Kinsel, Chris Nodonohue and Mia Silverio.

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I'm Ed Elson and tune in tomorrow for our conversation with Mark Zandi.

Welcome to First Time Founders.

I'm Ed Elson.