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Are investors being too optimistic about the direction of the economy?

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Jerry Castellini, president and CIO of Castle Ark Management, joins Kelly Evans on The Exchange to discuss the direction of the economy and why company CEOs who are making record earnings continue to warn about supply chain issues. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC Classic: https://cnb.cx/SubscribeCNBCclassic Turn to CNBC TV for the latest stock market news and analysis.

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