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That financial armageddon is around the corner. whether we find ourselves at the fiesta -- i'm like nixon on "laugh in." it's all the same to our next guest. he argues we need a morning after strategy because it's what we do after january 1st that makes all the difference. in the guest spot today jay peloski, an investment strategist. let me dust the confetti off the first question to you here. something that's been lost in the discussion here about the fiscal slope -- i will not call it the f word so they don't bomb me again here. something lost in the discussion is basically this is a discus...

The opportunities for investors, pension funds and sovereign wealth funds to find opportunities to give them the yield they want, 5 to 6% are disappearing. infrastructure offers that opportunity. it's a long-term opportunity. it matches their liabilities, what they need to protect to pay off their retirees very nicely. so i think there's actually a sweet spot between the need for infrastructure and the ability of not only the government, because that's the knock, right? we don't have new money for government to spend on infrastructure. government has to play a role here, but increasingly there...

>> jay, my question. as far as when you talk about that sweet spot, if we're going to start seeing inflation through the roof, i think a lot of people expect it if we come it to a deal with the fiscal cliff and get economic growth and get people investing, inflation will go up. so that is going to be a problem for american families. like you said, there are places that business can succeed. is it government-infused money to get there, or is it going to be actual, real, american dollars in there? >> susan, that's really the opportunity. first of all, i don't think inflation is a concern for yea...

We're in a serious global growth compression period, and we need to pivot both in the united states and around the world to pro-growth reflationary strategies. >> jay, you reference that report, which i was looking at as well. what is the underlying growth rate, what does that mean exactly, and what can we do to bring it back up to the 4% where it was? >> essentially it means that the dynamics of the economy, the demographics, the productivity growth rate, the key things that drive economic growth are such that we have a 2% growth path in front of us in part because when you think about the '9...

Infrastructure program in the united states over the next couple of years, we do two things. we employ a lot of people and good-paying jobs and near term very low growth. over the median term it helps to protect us and make sure we have the competitive position we need to benefit from the emerging economies in their growth as the emerging middle class in dhichi asia, india and elsewhere comes on stream in 2025. we want to sell into asia. >> all right, jay, thank you for joining us. up next, a little female power. that's right. new research on why the odds are stacked against women in politics ...