The major U.S. stock indices are trading at record highs as the first half of 2021 comes to a close. Burns McKinney joins Oliver to discuss areas of opportunity for investors that he's seeing in markets for the second half of the year. McKinney talks bonds, growth stocks versus value and the pace of the U.S. economic recovery. His big question going into the rest of the year is whether inflation is really transitory or a longer term challenge.
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