Professor Mark Guthner discusses the historical implications of war on inflation and how that may impact interest rates, how rising interest rates impact borrowing costs, the value of bank assets, and stock valuations. We also get his quick thoughts on several companies reporting earnings, including BAC, MS, TSLA, T. Mike Khouw: Twitter @Michael_Khouw Options Action: Twitter @OptionsAction CNBC Fast Money: @CNBCFastMoney.
