Chad Oviatt, Senior Vice President, Director of Investment Management at Huntington Private Bank, discusses the viability of the reopening trade, equity allocation, and the tax debate. Craig Giammona, Bloomberg US Real Estate Team Leader, discusses the impact of supply chain shortages on housing. Bryan Fairbanks, CEO of Trex, discusses company performance during the pandemic, supply chain issues, and the growth outlook. Fernando Valle, Bloomberg Intelligence Oil & Natural Gas Analyst, discusses ConocoPhillips's deal to acquire Royal Dutch Shell Plc’s Permian Basin assets for $9.5 billion.