According to our data as of the, I guess the last update, it's about 53% in cash. You also own some, it looks like Alphabet and Amazon, some Eli Lilly, some Microsoft. That feels like a high level too. What will signal to you that it's time to put that cash to work in either of the funds?
Patrick Brown, VP of Growth Marketing and Insights at Adobe, discusses the retail forecast ahead of the holiday season. Angela Stent, Senior Adviser at the Center for Eurasian, Russian, and East European Studies, talks about the latest between Russia and Ukraine. Liz McCormick, Bloomberg's Chief Correspondent for Global Macro Markets, discusses her story on treasury buyers bailing out. And we Drive to the Close with CIO of ACM Funds, Jordan Kahn.
Hosts: Carol Massar and Tim Stenovec
Producers: Sara Livezey and Ariel Agami
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