"The fund is actually positive when the category is down because we have some specific names that are working," he says. "What's been working for us actually is a company called PG&E." He also likes Jack in the Box and Dell Taco, two fast-serve restaurant chains. 'We're just kind of waiting on the coincident indicators to go negative here'
Savita Subramanian, Head of US Equity & Quantitative Strategy at Bank of America, discusses raising her year-end price target on the S&P 500 and her bull case for stocks. Dan Ko, Senior Principal & Portfolio Manager at Eagle Point Credit Management, talks about defaults and downgrades in the leveraged loans space. Thomas Perfumo, Head of Strategy at Kraken, shares his thoughts on crypto investing and regulation. Elissa Sangster, CEO at Forte Foundation, looks at the MBA pay and promotions gap. And We Drive to the Close with Brian Frank, CIO at Frank Capital Partners.
Hosts: Matt Miller and Jess Menton. Producer: Paul Brennan.
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