Bill Smead is the Chief Investment Officer at Smead Capital Management. He joins from Scottsdale, Arizona. Do you buy into this rally today or not? "I find it illogical that the companies ... are tied very closely to what vendors feed off"
Bloomberg Intelligence Senior Analyst Poonam Goyal and Zachary Warring, Analyst at CFRA Research, break down Lululemon earnings and outlook. Worldreader CEO David Risher talks about becoming the new CEO of Lyft. Bryan Fairbanks, CEO of Trex, discusses the business of sustainable decking. And we Drive to the Close with Bill Smead, CIO at Smead Capital Management.
Hosts: Doug Krizner and Jess Menton. Producer: Paul Brennan.
See omnystudio.com/listener for privacy information.