Craig Moffett & Michael Nathanson, MoffettNathanson Founders and Senior Research Analysts, discuss AT&T's plan to merge its media assets with Discovery to create a new entertainment company. Heather Boushey, Council of Economic Advisors Member, says the plan for families to get a monthly child tax credit will help the U.S. make progress on child poverty. Vince Reinhart, Mellon Chief Economist & Macro Strategist, says child poverty has only gotten worse since the start of the pandemic. Chetan Ahya, Morgan Stanley Chief Global Economist, expects a big pickup in the capex cycle.