John Barinko is Chief Investment Officer of Fundamental Investments at all Spring Global Investments on the phone from Menominee Falls, Wisconsin. He says markets are telling us that we are probably heading towards a soft landing or even no recession. But there's clouds forming on the horizon as we expect rates to stay higher for longer, and that's definitely something to pay attention to.
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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