We don't think the recession. really starts to kick into gear until probably early next year, Ritalts says. The Fed is going to be overly cautious with respect to lowering rates too early, he adds. We're very constructive on small cap stocks right now and they've outperformed in the last two months by four percentage points over large cap stocks. You want to own companies that are self funded that are generated.
Bloomberg News Wall Street Reporter Sonali Basak talks about her interviews with Boaz Weinstein, Ida Liu and David Rubenstein about the next big risk for investors. Carvana CEO Ernie Garcia discusses restructuring debt and selling stock in a comeback attempt for the used-car retailer. Laura Rea Dickey, CEO of Dickey’s Barbecue Pit, talks about the business of barbecue. Brad Dillman, Chief Economist at Cortland, shares his thoughts on US housing. And we Drive to the Close with Jon Baranko, CIO of Fundamental Investments at Allspring Global Investments.
Hosts: Carol Massar and Matt Miller. Producer: Paul Brennan.
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